CLOVER FINANCIAL & INSURANCE SERVICES, INC.
Legal name: TRINITY FINANCIAL PARTNERS
CRD #136969 SEC #801-68517 ONTARIO, CA 909-481-4000
SEC Registered
Total AUM
--
Discretionary
--
Employees
1
Clients
0
Accounts
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2015 | $0 | $0 | $0 | 1 | 11 |
| Apr 2014 | $120.2M | $0 | $120.2M | 1 | 200 |
| Jun 2013 | $128M | $0 | $128M | 6 | 200 |
| Mar 2013 | $128M | $0 | $128M | 6 | 200 |
| Feb 2012 | $131.3M | $0 | $131.3M | 6 | 200 |
| Mar 2011 | $108.1M | $0 | $108.1M | 10 | -- |
| May 2009 | $82.6M | $0 | $82.6M | 10 | -- |
| Mar 2009 | $82.6M | $0 | $82.6M | 10 | -- |
| Jan 2008 | $69.7M | $0 | $69.7M | 10 | -- |
| Nov 2007 | $95M | $0 | $95M | 10 | -- |
| Oct 2007 | $95M | $0 | $95M | 10 | -- |
DateMar 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients11
DateApr 2014
Total AUM$120.2M
Discretionary$0
Non-Disc.$120.2M
Employees1
Clients200
DateJun 2013
Total AUM$128M
Discretionary$0
Non-Disc.$128M
Employees6
Clients200
DateMar 2013
Total AUM$128M
Discretionary$0
Non-Disc.$128M
Employees6
Clients200
DateFeb 2012
Total AUM$131.3M
Discretionary$0
Non-Disc.$131.3M
Employees6
Clients200
DateMar 2011
Total AUM$108.1M
Discretionary$0
Non-Disc.$108.1M
Employees10
Clients--
DateMay 2009
Total AUM$82.6M
Discretionary$0
Non-Disc.$82.6M
Employees10
Clients--
DateMar 2009
Total AUM$82.6M
Discretionary$0
Non-Disc.$82.6M
Employees10
Clients--
DateJan 2008
Total AUM$69.7M
Discretionary$0
Non-Disc.$69.7M
Employees10
Clients--
DateNov 2007
Total AUM$95M
Discretionary$0
Non-Disc.$95M
Employees10
Clients--
DateOct 2007
Total AUM$95M
Discretionary$0
Non-Disc.$95M
Employees10
Clients--