Overview
Assets Under Management: $406 million
Headquarters: ALPINE, UT
High-Net-Worth Clients: 175
Average Client Assets: $667,820
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 175
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 23.53
Average High-Net-Worth Client Assets: $667,820
Total Client Accounts: 206
Discretionary Accounts: 206
Regulatory Filings
CRD Number: 153956
Last Filing Date: 2024-03-22 00:00:00
Website: https://cliffordcap.com