CLOVER CAPITAL ADVISORS LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
REDWOOD CITY, California
CRD number
340395

Firm profile

FINTRX

Overview

Clover Capital Advisors LLC operates as a limited liability company focused on investment management. The firm is structured to provide advisory services, though specific details about its client base and fee structure are not disclosed. Clover Capital Advisors is involved in managing pooled investment vehicles, indicating a commitment to collective investment strategies. The firm does not identify as an active ESG investor and does not have affiliations with multiple states or pension consulting.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • PATRICK CLANCY

    Chief Operating OfficerCRD 5495833

Contacts

1 of 1
  • JOSEPH FLANAGAN

    CRD 8221805

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

REDWOOD CITY, CA

SAN MATEO

Location

REDWOOD CITY, CA

Headquartered in REDWOOD CITY, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN MATEO
Address
303 Twin Dolphin Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth