CLIFFORD CAPITAL PARTNERS, LLC

363 S. Main Street
Suite #101
Alpine, Utah 84004
Tel: 385-387-1212

About CLIFFORD CAPITAL PARTNERS, LLC

CLIFFORD CAPITAL PARTNERS, LLC, formally registered with the SEC as CLIFFORD CAPITAL PARTNERS, LLC. The firm was established in 01/17/2014. They have over 1 offices throughout the country.

CLIFFORD CAPITAL PARTNERS, LLC is a Alpine, Utah based Financial Planning firm with nearly $406,292,689 assets under management, offering retirement planning & investment advisory services to 206 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	153956
SEC#	801-78911
Assets Managed by Firm	$406,292,689
No. of Clients	206
No. of Advisors	10

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Other (PROVIDE MODEL PORTFOLIO RECOMMENDATIONS)

Firm Client Information

	No. of Clients	AUM
Firm Total	206	$406,292,689
Individuals (other than high net worth individuals)	1	$50,208
High net worth individuals	182	$121,717,479
Pension and profit sharing plans	1	$1,381,903
Charitable organizations	15	$145,207,511
Corporations or other businesses	Fewer than 5 clients	$6,571,175

More Retirement Planning firms in Alpine, Utah:

Firm Name	Assets Under Management	Total Clients	Total Advisors
BRIDGE INVESTMENT GROUP 111 E. Sego Lily Drive, #400 Sandy, UT, 84070	$47,001,314,000	132	2300
WASATCH ADVISORS LP 505 Wakara Way, 3rd Floor Salt Lake City, UT, 84108	$26,663,066,907	237	90
TOWNSQUARE CAPITAL, LLC 5314 River Run Drive, Suite 210 Provo, UT, 84604	$8,777,551,735	33539	17
SOLTIS INVESTMENT ADVISORS, LLC 20 North Main, Suite 400 St. George, UT, 84770	$6,821,969,061	3884	72
SEPIO CAPITAL, LP 2795 E Cottonwood Parkway, Suite 600 Salt Lake City, UT, 84121	$6,672,033,386	1963	24

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