THE CLIFFORD GROUP LLC
CRD #318897 SEC #801-123547 WAYLAND, MA (617) 600-2083
SEC Registered
Total AUM
$204.2M
Discretionary
$204.2M
Employees
7
Clients
101
Accounts
824
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $204.2M | $204.2M | $0 | 7 | 0 |
| Mar 2025 | $204.2M | $204.2M | $0 | 7 | 0 |
| Mar 2025 | $204.2M | $204.2M | $0 | 7 | 0 |
| Nov 2024 | $166.3M | $166.3M | $0 | 4 | 0 |
| Sep 2024 | $166.3M | $166.3M | $0 | 4 | 0 |
| Jul 2024 | $166.3M | $166.3M | $0 | 4 | 0 |
| Jun 2024 | $166.3M | $166.3M | $0 | 4 | 0 |
| Apr 2024 | $166.3M | $166.3M | $0 | 4 | 0 |
| Mar 2024 | $166.3M | $166.3M | $0 | 4 | 0 |
| Dec 2023 | $119M | $119M | $0 | 4 | 0 |
| May 2023 | $119M | $119M | $0 | 4 | 0 |
| Mar 2023 | $119M | $119M | $0 | 4 | 0 |
| Dec 2022 | $113.7M | $113.7M | $0 | 3 | 0 |
| Jul 2022 | $113.7M | $113.7M | $0 | 3 | 0 |
| Jun 2022 | $0 | $0 | $0 | 3 | 0 |
| Apr 2022 | $0 | $0 | $0 | 3 | 0 |
| Mar 2022 | $0 | $0 | $0 | 3 | 0 |
| Feb 2022 | $0 | $0 | $0 | 3 | 0 |
DateJul 2025
Total AUM$204.2M
Discretionary$204.2M
Non-Disc.$0
Employees7
Clients0
DateMar 2025
Total AUM$204.2M
Discretionary$204.2M
Non-Disc.$0
Employees7
Clients0
DateMar 2025
Total AUM$204.2M
Discretionary$204.2M
Non-Disc.$0
Employees7
Clients0
DateNov 2024
Total AUM$166.3M
Discretionary$166.3M
Non-Disc.$0
Employees4
Clients0
DateSep 2024
Total AUM$166.3M
Discretionary$166.3M
Non-Disc.$0
Employees4
Clients0
DateJul 2024
Total AUM$166.3M
Discretionary$166.3M
Non-Disc.$0
Employees4
Clients0
DateJun 2024
Total AUM$166.3M
Discretionary$166.3M
Non-Disc.$0
Employees4
Clients0
DateApr 2024
Total AUM$166.3M
Discretionary$166.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$166.3M
Discretionary$166.3M
Non-Disc.$0
Employees4
Clients0
DateDec 2023
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees4
Clients0
DateMay 2023
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees4
Clients0
DateDec 2022
Total AUM$113.7M
Discretionary$113.7M
Non-Disc.$0
Employees3
Clients0
DateJul 2022
Total AUM$113.7M
Discretionary$113.7M
Non-Disc.$0
Employees3
Clients0
DateJun 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateApr 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateFeb 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0