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THE CLIFFORD GROUP LLC
CRD 318897 · SEC 801-123547
321 COMMONWEALTH ROAD, SUITE 103, WAYLAND, MA, 01778, United States
Phone
(617) 600-2083
Fax
(617) 321-4999
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$248.3M
Discretionary AUM
$248.3M
Team
6 total employees; 3 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 200 | $80.1M |
| High net worth individuals | 61 | $168.2M |
States served
CA, LA, MA, NJ, NY, NC, PA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD