WebMar 13, 2024 · AUM is the sum of the market value for all of the investments managed by a fund or family of funds, a venture capital firm, brokerage company, or an individual registered as an investment advisor... WebAbout The Company. Greenleaf Trust is a privately held wealth management firm with specialized disciplines in asset management, trust administration, qualified retirement plan administration, and family office advisory services. With $16 billion in assets under advisement, we are among the nation’s largest independently owned wealth ...
Greenleaf Trust 13F filings and top holdings and stakes - stockzoa
WebMay 19, 2024 · Greenleaf Trust partnered with real estate developer and sister-company Catalyst Development Co., LLC on the restoration of the historic building. The wealth management firm's new 5,100-square ... WebMay 10, 2024 · The firm also announced the hire of Jennifer West to serve as Managing Director of Greenleaf Trust's Great Lakes Bay Region. Located at 117 E. Main Street in the heart of Midland, the new office ... fit max 7corduroy hat
Greenleaf Trust Expands into Great Lakes Bay Region with New …
WebJan 2014 - Jun 20162 years 6 months. Kalamazoo, Michigan Area. Jim is the Chief Investment Officer for Greenleaf Trust. Greenleaf Trust is … WebGreenleaf Trust is a privately held and managed trust-only bank, with specialized disciplines in wealth management, trust administration and … WebHeatmaps of the top 13f holdings and a list of the largest trades made by Greenleaf Trust, the hedge fund managed by Greenleaf Trust. ... AUM # of Holdings Performance Rank … can humidifier be next to bed