CLOVERLAY INVESTMENT MANAGEMENT, LLC

161 Washington Street
Suite 1650
Conshohocken, Pennsylvania 19428
Tel: 484-262-5020

About CLOVERLAY INVESTMENT MANAGEMENT, LLC

CLOVERLAY INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as CLOVERLAY INVESTMENT MANAGEMENT, LLC. The firm was established in 09/08/2015. They have over 1 offices throughout the country.

CLOVERLAY INVESTMENT MANAGEMENT, LLC is a Conshohocken, Pennsylvania based Financial Planning firm with nearly $1,471,292,466 assets under management, offering retirement planning & investment advisory services to 12 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	277170
SEC#	801-106613
Assets Managed by Firm	$1,471,292,466
No. of Clients	12
No. of Advisors	16

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	12	$1,471,292,466

More Retirement Planning firms in Conshohocken, Pennsylvania:

Firm Name	Assets Under Management	Total Clients	Total Advisors
VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

Explore More Retirement Advisors in Conshohocken, Pennsylvania

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.