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THE CLIFFORD GROUP LLC
THE CLIFFORD GROUP LLC
WAYLAND, Massachusetts
·
2 registered advisors
·
CRD# 318897
SEC# 801-123547
0
(617) 600-2083
01
Firm Overview
AUM
$166M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at THE CLIFFORD GROUP LLC
2 registered advisors
Gregory Clifford
WAYLAND, Massachusetts
CRD# 5779731
Sarah E Ludden
WAYLAND, Massachusetts
CRD# 5128661
05
Office Locations
WAYLAND, Massachusetts
2 advisors
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Data sourced from SEC Form ADV filings. THE CLIFFORD GROUP LLC (CRD# 318897) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.