Cloverlay Investment Management, LLC

Cloverlay Investment Management, LLC (CRD# 277170) is a financial advisory firm headquartered in Conshohocken, PA. They manage $1,471,292,466 in 12 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
161 Washington Street, Suite 1650, Conshohocken, PA 19428
http://www.cloverlay.com
By the Numbers
  • Total Assets Under Management
    1,471
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $122,607,706
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Cloverlay Investment Management, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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