CLOVER LEAF FINANCIAL LLC
CRD #335751 SEC #801-132741 FAIRPORT, NY 585-899-3940
SEC Registered
Total AUM
$54M
Discretionary
$54M
Employees
4
Clients
26
Accounts
275
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $54M | $54M | $0 | 4 | 1 |
| May 2025 | $54M | $54M | $0 | 4 | 1 |
| May 2025 | $54M | $54M | $0 | 4 | 1 |
| Apr 2025 | $54M | $54M | $0 | 4 | 1 |
DateMay 2025
Total AUM$54M
Discretionary$54M
Non-Disc.$0
Employees4
Clients1
DateMay 2025
Total AUM$54M
Discretionary$54M
Non-Disc.$0
Employees4
Clients1
DateMay 2025
Total AUM$54M
Discretionary$54M
Non-Disc.$0
Employees4
Clients1
DateApr 2025
Total AUM$54M
Discretionary$54M
Non-Disc.$0
Employees4
Clients1