CLEF FINANCIAL, LLC

CLEF FINANCIAL, LLC of GREENSBORO, NC is an SEC-registered investment adviser (CRD 328892). Regulatory assets under management: $3.3M.

Registration

• CRD: 328892
• Type: Registered investment adviser
• Location: 3719 W. MARKET ST, STE C, GREENSBORO, NC, 27403
• Phone: 919-450-7385
• Latest filing: 2026-01-05
• Regulatory AUM: $3.3M
• Discretionary AUM: $3.3M
• Clients: 1
• Accounts: 7

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 328892 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search