1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2THE CLIFFORD GROUP LLC

Map pinWAYLAND, MA
Phone(617) 600-2083
NotebookSEC #801-123547
Total AUM
$248.3M
Employees
6
Clients
261

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
321 COMMONWEALTH ROAD
SUITE 103
WAYLAND
MA 01778
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
(617) 600-2083

ReceiptFinancials

Total AUM
$248.3M
Accounts
921
Discretionary
$248.3M
Accounts
921
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
200
AUM
$80.1M
HNW Individual Clients
61
AUM
$168.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLLAMANCNHNJNYPATX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account