The Clifford Group LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
The Clifford Group LLC
CRD #318897
SEC #801-123547
CIK #0001965522
AUM $166.3 MM (2024-07-12)
Employees 4 (50% Investors, 0% Brokers)
Phone617-600-2083
Address321 Commonwealth Road
Wayland, MA 01778
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
170136102683402009201420192025
CIK Period
0001965522
/
Sector Form 13F Holdings Cap ($MM) Value ($MM)
Microsoft Corp 1,918,222.4 2.7
Amazon Com Inc 1,092,997.8 2.5
Nvidia Corp 399,550.0 2.4
Apple Inc 2,382,844.0 2.2
Alphabet Inc 1,475,138.5 1.6
J P Morgan Chase & Co 340,169.2 1.2
Facebook Inc 434,852.0 1.1
Automatic Data Processing Inc 89,423.0 1.0
Taiwan Semiconductor Manufacturing Co Ltd 437,370.3 1.0
Union Pacific Corp 133,995.4 0.8
UnitedHealth Group Inc 477,004.0 0.8
Procter & Gamble Co 338,108.9 0.7
FPL Group Inc 150,166.4 0.7
Accenture PLC 179,517.0 0.7
Morgan Stanley 136,724.0 0.7
Cisco Systems Inc 178,309.9 0.6
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Prev | Page 1 | Next
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
Terms | Privacy | Guide
tony@aum13f.com