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THE CLIFFORD GROUP LLC

WAYLAND, MA · CRD 318897 · IAPD ↗ · thecliffordgrp.com · (617) 600-2083

$248.3MRegulatory AUM
3Advisory reps
6Employees
0Clients
251-500Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2026 — THE CLIFFORD GROUP LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
August 2025 — THE CLIFFORD GROUP LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
April 2025 — THE CLIFFORD GROUP LLC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
October 2024 — THE CLIFFORD GROUP LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
62
April 2024 — THE CLIFFORD GROUP LLC reported RAUM up 40% ($119.0M -> $166.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.