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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 6, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Kelley, Daniel, Christian | I | MANAGING PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| Kelley, Daniel, Christian | I | MANAGING PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| Kelley, Daniel, Christian | I | MANAGING PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| Kelley, Daniel, Christian | I | MANAGING PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| Kelley, Daniel, Christian | I | MANAGING PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
May 6, 2025 REGISTERED
Notice Filings (2)
FL NY
Address
1387 FAIRPORT RD.SUITE 620
FAIRPORT, NY 14450
United States
Phone: 585-899-3940