Overview
Assets Under Management: $166 million
Headquarters: WAYLAND, MA
High-Net-Worth Clients: 60
Average Client Assets: $2 million
Frequently Asked Questions
THE CLIFFORD GROUP LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #318897), THE CLIFFORD GROUP LLC is subject to fiduciary duty under federal law.
THE CLIFFORD GROUP LLC is headquartered in WAYLAND, MA.
THE CLIFFORD GROUP LLC serves 60 high-net-worth clients according to their SEC filing dated November 22, 2024. View client details ↓
According to their SEC Form ADV, THE CLIFFORD GROUP LLC offers financial planning and portfolio management for individuals. View all service details ↓
THE CLIFFORD GROUP LLC manages $166 million in client assets according to their SEC filing dated November 22, 2024.
According to their SEC Form ADV, THE CLIFFORD GROUP LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.97
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 688
Discretionary Accounts: 688
Regulatory Filings
CRD Number: 318897
Last Filing Date: 2024-11-22 00:00:00
Website: https://thecliffordgrp.com