The Clifford Group LLC
● SEC registered since 2022CRD 318897SEC# 801-123547Wayland, MA
Reg. AUM
$248.3M
Employees
6
Accounts
921
Location
Wayland, MA
The Clifford Group LLC assets under management
The Clifford Group LLC is an investment advisory firm registered with the SEC based in Wayland, MA. The firm has been registered since 2022. It reports $248.3 million in regulatory assets under management and employs 6 people.
The Clifford Group LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gregory Clifford Control | Managing Member / Founder / Chief Executive Officer | Over 75% | 2022 |
| Sarah E Ludden Control | Director Of Operations And Chief Compliance Officer | Under 5% | 2022 |
Frequently asked questions
How much does The Clifford Group LLC manage?
The Clifford Group LLC reports $248.3 million in regulatory assets under management on its Form ADV.
How many employees does The Clifford Group LLC have?
The Clifford Group LLC reports 6 employees.
Where is The Clifford Group LLC located?
The Clifford Group LLC is based in Wayland, MA and has been SEC-registered since 2022.
Does The Clifford Group LLC disclose fund performance?
The Clifford Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 321 Commonwealth Road, Suite 103, Wayland, MA 01778 |
| Phone | (617) 600-2083 |
| Fax | (617) 321-4999 |
| Office hours | 8:00a.m. To 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$248.3M▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$248.3Mregulatory AUM
Discretionary $248.3M