CLOVER LEAF FINANCIAL LLC
SEC Form ADV profile.
Total regulatory AUM
$75,000,000
Discretionary
$75,000,000
Non-discretionary
$0
Firm details
- CRD number
- 335751
- SEC file number
- 801-132741
- Main office
- FAIRPORT, NY, United States
- Employees
- 4
- SEC status
- Approved
- Website
- https://www.cloverleafteam.com/
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.