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CLEF FINANCIAL, LLC
CRD 328892
3719 W. MARKET ST, STE C, GREENSBORO, NC, 27403, United States
Phone
919-450-7385
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$3.3M
Discretionary AUM
$3.3M
Team
1 total employees; 1 advisory reps; 13 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $944K |
All web addresses on file
Official SEC filing: View on IAPD