THE CLIFFORD GROUP LLC
Firm details
- Headquarters
- WAYLAND, Massachusetts
- CRD number
- 318897
- Registered since
- March 25, 2022
- Website
- www.thecliffordgrp.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI67.75%
- Individuals32.25%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
The Clifford Group LLC is an independent, owner-operated registered investment adviser that provides fee-based financial planning and portfolio management for individuals and small businesses. The firm registered with the SEC in 2022 and bills clients on a percentage-of-AUM basis. Its stated client focus is individual and family households rather than institutions, and it does not position itself as an ESG-focused or multi-state advisory firm. The firm does not act as a capital allocator or pension consultant; its primary activities are financial planning and discretionary portfolio management.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities58%
- Public Funds/Mutual Funds38%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
- Private Funds1%
Owners & executives
1 of 1GREGORY CLIFFORD
Founder & Chief Exceutive OfficerCRD 5779731
Contacts
2 of 2Ryan Carragher
AssociateCRD 7974437
Sarah Ludden
Director of OperationsCRD 5128661
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 31Active vs passive
$97.8M in ETFs
93%
$91.1M
7%
$6.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $40.2M | 67,213 | 41.08% |
Location
WAYLAND, MA
MIDDLESEX
Location
WAYLAND, MA
Headquartered in WAYLAND, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- MIDDLESEX
- Address
- 321 Commonwealth Rd
- Time zone
- ET (UTC-5)
- Office locations
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