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Building 2CLIFFORD CAPITAL PARTNERS, LLC

Map pinALPINE, UT
Phone385-387-1212
NotebookSEC #801-78911
Total AUM
$598.4M
Employees
10
Clients
152

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
363 S. MAIN STREET
SUITE #101
ALPINE
UT 84004
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
385-387-1212

ReceiptFinancials

Total AUM
$598.4M
Accounts
152
Discretionary
$598.4M
Accounts
152
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
125
AUM
$132.7M
Investment Company Clients
1
AUM
$136.8M
Pension/Profit Sharing Plan Clients
1
AUM
$1.6M
Charitable Organization Clients
18
AUM
$198.5M
Government Entity Clients
1
AUM
$106.3M
Corporation or Business Clients
6
AUM
$22.5M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
PROVIDE MODEL PORTFOLIO RECOMMENDATIONS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILNYPASDUTWI

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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