The Clifford Group LLC

The Clifford Group LLC (CRD# 318897) is a financial advisory firm headquartered in Wayland, MA. They manage $166,322,786 in 688 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details

321 Commonwealth Road, Suite 103, Wayland, MA 01778

https://www.thecliffordgrp.com

By the Numbers

Total Assets Under Management

166

MILLION
Total Number of Accounts

688

ACCOUNTS
Average Account Value

$241,748

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

CA, CT, MA, NH, NJ, NY, PA, TX

Financial Advisors at The Clifford Group LLC

Showing 1 - 2 of 2 top financial advisors.

Gregory L. Clifford

CRD#: 5779731

321 Commonwealth Road, Suite 103, Wayland, MA 01778

Gregory Clifford (CRD# 5779731) is an Investment Advisor Representative working at The Clifford Group LLC in Wayland, MA and has over 11 years of experience in the finance industry.

John C. Murtagh

CRD#: 7023915

321 Commonwealth Road, Suite 103, Wayland, MA 01778

John Murtagh (CRD# 7023915) is an Investment Advisor Representative working at The Clifford Group LLC in Wayland, MA and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

Request Proposals