CLOVER FINANCIAL & INSURANCE SERVICES, INC.

TRINITY FINANCIAL PARTNERS
ONTARIO, California·4 registered advisors·CRD# 136969
SEC# 801-68517909-481-4000
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
1
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Other
Compensation
Other: NONE FOR INVESTMNT ADVISE. HRLY OR FIXED AMNT FOR OTHER BUS. ADV
03

Advisors at CLOVER FINANCIAL & INSURANCE SERVICES, INC.

4 registered advisors
James Bradford Hurlbut
ONTARIO, California
James Lee Fisher
ONTARIO, California
Karyn Michelle Wikoff
ONTARIO, California
Malton Bert Youngblood
ONTARIO, California
05

Office Locations

ONTARIO, California
4 advisors

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Data sourced from SEC Form ADV filings. CLOVER FINANCIAL & INSURANCE SERVICES, INC. (CRD# 136969) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.