Clover Leaf Financial LLC
Clover Leaf Financial LLC is an SEC-registered mass-market adviser in Fairport, NY with $75.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Clover Leaf Financial LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 335751, SEC 801-132741, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $75.0M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Fairport, NY
- Employees
- 4
- Clients
- 223
- CRD
- 335751
- Ownership
- Kelley, Daniel, Christian
How much AUM does Clover Leaf Financial LLC have?
Clover Leaf Financial LLC reported $75.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Clover Leaf Financial LLC?
Disclosed owners and executives of Clover Leaf Financial LLC include Kelley, Daniel, Christian. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.