Overview
Assets Under Management: $166 million
Headquarters: WAYLAND, MA
High-Net-Worth Clients: 60
Average Client Assets: $2 million
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