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Building 2CLOVER LEAF FINANCIAL LLC

Map pinFAIRPORT, NY
Phone585-899-3940
NotebookSEC #801-132741
Total AUM
$75M
Employees
4
Clients
223

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 TO 4:30 PM
Monday - Friday
Phone
585-899-3940
Other Offices
2

ReceiptFinancials

Total AUM
$75M
Accounts
419
Discretionary
$75M
Accounts
419
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
198
AUM
$25M
HNW Individual Clients
25
AUM
$50M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCNYOH

HandshakeAffiliates

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

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