THE CLIFFORD GROUP LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Massachusetts, United States

Employees

Total Number of Employees	4
Investment Advisory/Research	2
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	2
Licensed Agents of an Insurance Company	2
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	688	$166.3M
Non-Discretionary	0	$0
Total	688	$166.3M

Clients

Type	Number	RAUM
Individuals	192	$53.5M
HNW Individuals	43	$112.8M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	1
No. of Financial Planning Clients	101-250

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businesses
Compensation	% of AUM

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	0
Portfolio Manager	0
Both for Same	166.3M

Portfolio Manager to Program	Sponsor
CLIFFORD GROUP WRAP FEE PROGRAM	THE CLIFFORD GROUP LLC

Identifiers

SEC RIA File Number	801-123547
SEC ERA File Number	801-123547
SEC CIK Numbers	1965522
SEC CRD Numbers	318897
Legal Entity Identifier	None

Principal Office

321 COMMONWEALTH ROAD
SUITE 103
WAYLAND
MA
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic