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Omar Hassan

CLOVERLAY INVESTMENT MANAGEMENT, LLC·CONSHOHOCKEN, Pennsylvania
Unclaimed Profile
161 WASHINGTON STREET, CONSHOHOCKEN, PA 19428CRD# 4914351Firm CRD# 277170
01

About

Omar Hassan is a registered financial advisor based in CONSHOHOCKEN, Pennsylvania, affiliated with CLOVERLAY INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CLOVERLAY INVESTMENT MANAGEMENT, LLC
CLOVERLAY INVESTMENT MANAGEMENT, LLC
AUM
$1.5B
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at CLOVERLAY INVESTMENT MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4914351
Firm CRD# 277170
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Omar Hassan offer?
Omar Hassan specializes in Retirement Planning. Contact their office in CONSHOHOCKEN, Pennsylvania for a consultation.
What are Omar Hassan's credentials?
Omar Hassan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Omar Hassan located?
Omar Hassan is based in CONSHOHOCKEN, Pennsylvania, working with CLOVERLAY INVESTMENT MANAGEMENT, LLC. Their office serves clients in the CONSHOHOCKEN metropolitan area and surrounding communities.
How does Omar Hassan charge for services?
Omar Hassan's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLOVERLAY INVESTMENT MANAGEMENT, LLC?
CLOVERLAY INVESTMENT MANAGEMENT, LLC has approximately 16 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)BERWYN (136)
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Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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