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 registered investment adviser that focuses on wealth management for individuals and families. The firm is organized as an LLC, is individually owned, and has been SEC-registered since 2022. Its client work centers on financial planning and discretionary portfolio management for individuals and small businesses. Fees are charged as a percentage of assets under management. The firm does not present itself as an active ESG investor, is not a pension consultant, and is not structured as a capital allocator or related adviser.
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 1
Gregory Clifford
Founder & Chief Exceutive OfficerCRD 5779731
Contacts
2 of 2
Ryan 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 33Active vs passive
$101M in ETFs
88%
$88.8M
12%
$11.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $42.1M | 61,299 | 41.86% |
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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