Clover Leaf Financial, LLC is a mid-sized advisory firm based in Fairport. It manages $29.39 million of regulatory assets for 205 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Florida and New York.
Clover Leaf Financial provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Clover Leaf Financial, LLC is $29.39 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -27% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Clover Leaf Financial, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Clover Leaf Financial is individuals with 199 clients and $22.71 million of assets under management. Among the 3 most similar advisory firms, Clover Leaf Financial has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $29.39 million for 205 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Clover Leaf Financial doesn't advise any private funds.
The company employs 10 people that are either part- or full-time employees. 90 percent of the employees work as investment advisers or researchers. 9 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Clover Leaf Financial, LLC performs its advisory services is located at 1387 Fairport Rd, Fairport, NY 14450, which is also the mailing address of the firm. An additional office of the firm is in Dade City, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 585-899-3940 or by fax 585-899-3942. The normal business hours are 9:00 am- 5:00 pm on Monday - Friday. You can find more information about the New York firm at cloverleafteam.com.