|
⚲
|
| The Clifford Group LLC
✚
| |
|---|---|
| CRD # | 318897 |
| SEC # | 801-123547 |
| CIK # | 0001965522 |
| AUM | $166.3 MM (2024-07-12) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 617-600-2083 |
| Address | 321 Commonwealth Road Wayland, MA 01778 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 2.7 | |
| AMZN | 1,092,997.8 | 2.5 | |
| NVDA | 399,550.0 | 2.4 | |
| AAPL | 2,382,844.0 | 2.2 | |
| GOOGL | 1,475,138.5 | 1.6 | |
| JPM | 340,169.2 | 1.2 | |
| META | 434,852.0 | 1.1 | |
| ADP | 89,423.0 | 1.0 | |
| TSM | 437,370.3 | 1.0 | |
| UNP | 133,995.4 | 0.8 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 192 | 53.5 |
| (b) Individuals (high net worth individuals) | 43 | 112.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 688 | 166.3 |
| By Discretionary | ||
| Discretionary | 688 | 166.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 688 | 166.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 165.8 | |
| Total | 688 | 166.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001965522] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Lander & Associates Inc
✚
|
VA | 0.2 |
|
Sequoia Planning & Investments LLC
✚
|
WA | 0.2 |
|
RH Dinel Investment Counsel Inc
✚
|
CA | 0.2 |
|
Asempa LLC
✚
|
LA | 0.2 |
|
Phillip James Consulting Co
✚
|
MN | 0.2 |
|
Purtill Financial LLC
✚
|
OH | 0.2 |
|
Lloyd Park LLC
✚
|
IL | 0.2 |
|
Rightwealth Advisors LLC
✚
|
OH | 0.2 |
|
Campbell Financial Partners LLC
✚
|
FL | 0.2 |
|
Fort Vancouver Investment Management LLC
✚
|
WA | 0.2 |