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, individual-owned registered investment adviser that provides fee-based wealth management primarily to individuals and families. Registered with the SEC in 2022, the firm centers its business on financial planning and discretionary portfolio management for individuals and small businesses and charges clients on a percentage-of-AUM basis. The adviser does not describe itself as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.
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 & CEOCRD 5779731
Contacts
2 of 2
Sarah Ludden
Director of OperationsCRD 5128661
Ryan Carragher
AssociateCRD 7974437
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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