CLOVER LEAF FINANCIAL, LLC
CRD #287550 SEC #801-110029 FAIRPORT, NY 585-899-3940
SEC Registered
Total AUM
$35K
Discretionary
$35K
Employees
2
Clients
251
Accounts
3
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2022 | $35K | $35K | $0 | 2 | 490 |
| Mar 2022 | $35K | $35K | $0 | 3 | 490 |
| Mar 2022 | $35K | $35K | $0 | 4 | 490 |
| Mar 2021 | $98.2M | $39.9M | $58.3M | 4 | 0 |
| Jun 2020 | $92.8M | $38.3M | $54.5M | 4 | 0 |
| May 2020 | $92.8M | $38.3M | $54.5M | 4 | 0 |
| May 2020 | $92.8M | $38.3M | $54.5M | 7 | 0 |
| Mar 2020 | $92.8M | $38.3M | $54.5M | 9 | 0 |
| Mar 2020 | $29.4M | $29.4M | $0 | 9 | 0 |
| Oct 2019 | $29.4M | $29.4M | $0 | 9 | 0 |
| Jul 2019 | $29.4M | $29.4M | $0 | 10 | 0 |
| Jul 2019 | $29.4M | $29.4M | $0 | 9 | 0 |
| Apr 2019 | $29.4M | $29.4M | $0 | 8 | 0 |
| Mar 2019 | $29.4M | $29.4M | $0 | 7 | 0 |
| Mar 2019 | $29.4M | $29.4M | $0 | 6 | 0 |
| Dec 2018 | $30M | $30M | $0 | 6 | 250 |
| Dec 2018 | $30M | $30M | $0 | 5 | 250 |
| Nov 2018 | $30M | $30M | $0 | 4 | 250 |
| Oct 2018 | $30M | $30M | $0 | 4 | 250 |
| Apr 2018 | $30M | $30M | $0 | 3 | 250 |
| Feb 2018 | $30M | $30M | $0 | 3 | 250 |
| Jun 2017 | $40M | $25M | $15M | 3 | 0 |
| Feb 2017 | $0 | $0 | $0 | 3 | 0 |
| Feb 2017 | $0 | $0 | $0 | 3 | 0 |
| Feb 2017 | $0 | $0 | $0 | 3 | 0 |
DateMay 2022
Total AUM$35K
Discretionary$35K
Non-Disc.$0
Employees2
Clients490
DateMar 2022
Total AUM$35K
Discretionary$35K
Non-Disc.$0
Employees3
Clients490
DateMar 2022
Total AUM$35K
Discretionary$35K
Non-Disc.$0
Employees4
Clients490
DateMar 2021
Total AUM$98.2M
Discretionary$39.9M
Non-Disc.$58.3M
Employees4
Clients0
DateJun 2020
Total AUM$92.8M
Discretionary$38.3M
Non-Disc.$54.5M
Employees4
Clients0
DateMay 2020
Total AUM$92.8M
Discretionary$38.3M
Non-Disc.$54.5M
Employees4
Clients0
DateMay 2020
Total AUM$92.8M
Discretionary$38.3M
Non-Disc.$54.5M
Employees7
Clients0
DateMar 2020
Total AUM$92.8M
Discretionary$38.3M
Non-Disc.$54.5M
Employees9
Clients0
DateMar 2020
Total AUM$29.4M
Discretionary$29.4M
Non-Disc.$0
Employees9
Clients0
DateOct 2019
Total AUM$29.4M
Discretionary$29.4M
Non-Disc.$0
Employees9
Clients0
DateJul 2019
Total AUM$29.4M
Discretionary$29.4M
Non-Disc.$0
Employees10
Clients0
DateJul 2019
Total AUM$29.4M
Discretionary$29.4M
Non-Disc.$0
Employees9
Clients0
DateApr 2019
Total AUM$29.4M
Discretionary$29.4M
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$29.4M
Discretionary$29.4M
Non-Disc.$0
Employees7
Clients0
DateMar 2019
Total AUM$29.4M
Discretionary$29.4M
Non-Disc.$0
Employees6
Clients0
DateDec 2018
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees6
Clients250
DateDec 2018
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees5
Clients250
DateNov 2018
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees4
Clients250
DateOct 2018
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees4
Clients250
DateApr 2018
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees3
Clients250
DateFeb 2018
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees3
Clients250
DateJun 2017
Total AUM$40M
Discretionary$25M
Non-Disc.$15M
Employees3
Clients0
DateFeb 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateFeb 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateFeb 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0