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Mike Israel Shafir

CLOVER PARTNERS, L.P.·DALLAS, Texas
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100 CRESCENT COURT, DALLAS, TX 75201CRD# 4450341Firm CRD# 123716
01

About

Mike Israel Shafir is a registered financial advisor based in DALLAS, Texas, affiliated with CLOVER PARTNERS, L.P.. 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
CLOVER PARTNERS, L.P.
CLOVER PARTNERS, L.P.
AUM
$87M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at CLOVER PARTNERS, L.P. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4450341
Firm CRD# 123716
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mike Israel Shafir offer?
Mike Israel Shafir specializes in Retirement Planning. Contact their office in DALLAS, Texas for a consultation.
What are Mike Israel Shafir's credentials?
Mike Israel Shafir is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mike Israel Shafir located?
Mike Israel Shafir is based in DALLAS, Texas, working with CLOVER PARTNERS, L.P.. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Mike Israel Shafir charge for services?
Mike Israel Shafir'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 CLOVER PARTNERS, L.P.?
CLOVER PARTNERS, L.P. has approximately 3 employees and manages $87M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)
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Research
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