CLOVER LEAF FINANCIAL, LLC
CLOVER LEAF FINANCIAL, LLC of FAIRPORT, NY is an SEC-registered investment adviser (CRD 287550). Regulatory assets under management: $35K.
Registration
- CRD: 287550
- SEC file number: 801-110029
- Type: Registered investment adviser
- Location: 1387 FAIRPORT RD, SUITE 620, FAIRPORT, NY, 14450
- Phone: 585-899-3940
- Latest filing: 2022-05-03
- Regulatory AUM: $35K
- Discretionary AUM: $35K
- Clients: 2
- Accounts: 3
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| KELLEY DANIEL CHRISTIAN | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
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