1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2CLOVER LEAF FINANCIAL, LLC

Map pinFAIRPORT, NY
Phone585-899-3940
NotebookSEC #801-110029
Total AUM
$35K
Employees
2
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1387 FAIRPORT RD
SUITE 620
FAIRPORT
NY 14450
United States
Operating Hours
9:00 AM- 5:00 PM
Monday - Friday
Phone
585-899-3940
Other Offices
1

ReceiptFinancials

Total AUM
$35K
Accounts
3
Discretionary
$35K
Accounts
3
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
3
AUM
$35K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNY

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account