Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > arizona > scottsdale > CLOVERFIELDS CAPITAL GROUP, LP
CLOVERFIELDS CAPITAL GROUP, LP
21 Third Street North, Suite 400
Minneapolis, Minnesota 55401-7510
Tel: 952-208-8620
About CLOVERFIELDS CAPITAL GROUP, LP
CLOVERFIELDS CAPITAL GROUP, LP, formally registered with the SEC as CLOVERFIELDS CAPITAL GROUP, LP. The firm was established in 01/02/2020. They have over 1 offices throughout the country.
CLOVERFIELDS CAPITAL GROUP, LP is a Minneapolis, Minnesota based Financial Planning firm with nearly $299,172,740 assets under management, offering retirement planning & investment advisory services to 66 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 306590 |
| SEC# | 801-117829 |
| Assets Managed by Firm | $299,172,740 |
| No. of Clients | 66 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 66 | $299,172,740 |
| High net worth individuals | 63 | $244,041,666 |
| Charitable organizations | 3 | $55,131,074 |
More Retirement Planning firms in Minneapolis, Minnesota:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $94,557,613,744 | 437201 | 6838 | |
| $57,786,360,253 | 69 | 121 | |
| $32,630,475,936 | 25 | 152 | |
| $22,942,793,322 | 142 | 123 | |
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 7333 East Doubletree Ranch Rd Suite 120 Scottsdale, AZ, 85258 | $9,326,336,708 | 43221 | 570 |
Explore More Retirement Advisors in Minneapolis, Minnesota