Overview
Assets Under Management: $75 million
Headquarters: FAIRPORT, NY
High-Net-Worth Clients: 25
Average Client Assets: $2.0 million
Frequently Asked Questions
CLOVER LEAF FINANCIAL LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #335751), CLOVER LEAF FINANCIAL LLC is subject to fiduciary duty under federal law.
CLOVER LEAF FINANCIAL LLC is headquartered in FAIRPORT, NY.
CLOVER LEAF FINANCIAL LLC serves 25 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, CLOVER LEAF FINANCIAL LLC offers financial planning and portfolio management for individuals. View all service details ↓
CLOVER LEAF FINANCIAL LLC manages $75 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, CLOVER LEAF FINANCIAL LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 25
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.67%
Average Client Assets: $2.0 million
Total Client Accounts: 419
Discretionary Accounts: 419
Regulatory Filings
CRD Number: 335751
Filing ID: 2089911
Last Filing Date: 2026-03-31 17:32:24