CLOVER LEAF FINANCIAL, LLC

FAIRPORT, New York·1 registered advisor·CRD# 287550
SEC# 801-1100291585-899-3940
01

Firm Overview

AUM
$35K
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at CLOVER LEAF FINANCIAL, LLC

1 registered advisor
Daniel Christian Kelley
FAIRPORT, New York
05

Office Locations

FAIRPORT, New York
1 advisor

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Data sourced from SEC Form ADV filings. CLOVER LEAF FINANCIAL, LLC (CRD# 287550) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.