CLOVER LEAF FINANCIAL LLC

CLOVER LEAF FINANCIAL LLC of FAIRPORT, NY is an SEC-registered investment adviser (CRD 335751). Regulatory assets under management: $75.0M.

Registration

• CRD: 335751
• SEC file number: 801-132741
• Type: Registered investment adviser
• Location: 1387 FAIRPORT RD., SUITE 620, FAIRPORT, NY, 14450
• Phone: 585-899-3940
• Latest filing: 2026-03-31
• Regulatory AUM: $75.0M
• Discretionary AUM: $75.0M
• Clients: 4
• Accounts: 419

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 335751 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search