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

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