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CLOVER LEAF FINANCIAL LLC

CRD 335751 · SEC 801-132741

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1387 FAIRPORT RD., SUITE 620, FAIRPORT, NY, 14450, United States

Phone

585-899-3940

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$75.0M

Discretionary AUM

$75.0M

Team

4 total employees; 2 advisory reps; 1 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals198$25.0M
High net worth individuals25$50.0M

States served

NY, NC, OH, FL

All web addresses on file

Official SEC filing: View on IAPD