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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| The Clifford Group LLC
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| CRD # | 318897 |
| SEC # | 801-123547 |
| CIK # | 0001965522 |
| AUM | $204.2 M (2025-07-25) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 617-600-2083 |
| Address | 321 Commonwealth Road Wayland, MA 01778 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 3.1 | ||
| Microsoft Corp | 3.0 | ||
| Amazon Com Inc | 2.9 | ||
| Apple Inc | 2.0 | ||
| Facebook Inc | 1.7 | ||
| J P Morgan Chase & Co | 1.6 | ||
| Alphabet Inc | 1.5 | ||
| Automatic Data Processing Inc | 1.2 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 1.2 | ||
| Morgan Stanley | 0.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 190 | 61.3 |
| (b) Individuals (high net worth individuals) | 60 | 142.9 |
| (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 | 824 | 204.2 |
| By Discretionary | ||
| Discretionary | 824 | 204.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 824 | 204.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 203.6 | |
| Total | 824 | 204.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001965522] |
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