The Clifford Group LLC
The Clifford Group LLC is an SEC-registered mass-market adviser in Wayland, MA with $248.3M assets under management (AUM, regulatory AUM), +22% over one year. See who owns The Clifford Group LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 318897, SEC 801-123547, data through 2026-04-09.
- AUM (assets under management / regulatory AUM)
- $248.3M (2026-04-09)
- Firm type
- Mass-Market Adviser
- Location
- Wayland, MA
- Employees
- 6
- Clients
- 261
- CRD
- 318897
- Ownership
- CLIFFORD, GREGORY; Ludden, Sarah, E
How much AUM does The Clifford Group LLC have?
The Clifford Group LLC reported $248.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-09).
Who owns The Clifford Group LLC?
Disclosed owners and executives of The Clifford Group LLC include CLIFFORD, GREGORY, Ludden, Sarah, E. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.