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TRINITY FINANCIAL PARTNERS
CLOVER FINANCIAL & INSURANCE SERVICES, INC.
CRD 136969 · SEC 801-68517
1125 E 16TH STREET, UNIT B-2, UPLAND, CA, 91784, United States
Phone
909-481-4000
Fax
909-481-4001
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
1 total employees; 0 advisory reps
Clients
1-10
Fees
NONE FOR INVESTMNT ADVISE. HRLY OR FIXED AMNT FOR OTHER BUS. ADV
Org form
Corporation
Filing date
2026-03-05
Disciplinary history
No
Services
GENERAL BUS. MANAGEMENT AND CERTAIN AREAS OF RISK MANAGEMENT, ETC., IN CONJUNCTION WITH ATTORNEYS, CPAS & OTHER ADVISORS
Official SEC filing: View on IAPD