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 formed as an LLC and SEC-registered in 2022. It focuses on wealth management for individual and family clients, charging fees as a percentage of assets under management. Core services are financial planning and discretionary portfolio management for individuals and small businesses. The firm reports a single-owner structure, does not market itself as a multi-state adviser, and does not identify as an active ESG investor or a pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
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 65Active vs passive
$195M in ETFs
91%
$178M
9%
$17.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $42.1M | 61,299 | 21.62% |
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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