THE CLIFFORD GROUP LLC

321 Commonwealth Road
Suite 103
Wayland, Massachusetts 01778
Tel: (617) 600-2083

About THE CLIFFORD GROUP LLC

THE CLIFFORD GROUP LLC, formally registered with the SEC as THE CLIFFORD GROUP LLC. The firm was established in 03/25/2022. They have over 1 offices throughout the country.

THE CLIFFORD GROUP LLC is a Wayland, Massachusetts based Financial Planning firm with nearly $166,322,786 assets under management, offering retirement planning & investment advisory services to 688 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	318897
SEC#	801-123547
Assets Managed by Firm	$166,322,786
No. of Clients	688
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	688	$166,322,786
Individuals (other than high net worth individuals)	192	$53,532,258
High net worth individuals	43	$112,790,528

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