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CLOVERLAY INVESTMENT MANAGEMENT, LLC
CLOVERLAY INVESTMENT MANAGEMENT, LLC
CONSHOHOCKEN, Pennsylvania
·
5 registered advisors
·
CRD# 277170
SEC# 801-106613
0
484-262-5020
01
Firm Overview
AUM
$1.5B
Regulatory assets under management
Employees
16
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
04
Advisors at CLOVERLAY INVESTMENT MANAGEMENT, LLC
5 registered advisors
Christopher Rodzewicz
CONSHOHOCKEN, Pennsylvania
CRD# 5073951
Cory Scott Pulfrey
CONSHOHOCKEN, Pennsylvania
CRD# 4181124
Jeffrey Newland Collins
CONSHOHOCKEN, Pennsylvania
CRD# 2820948
Kendra Hass Corbett
CONSHOHOCKEN, Pennsylvania
CRD# 4391187
Omar Hassan
CONSHOHOCKEN, Pennsylvania
CRD# 4914351
05
Office Locations
CONSHOHOCKEN, Pennsylvania
5 advisors
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Data sourced from SEC Form ADV filings. CLOVERLAY INVESTMENT MANAGEMENT, LLC (CRD# 277170) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.