CRD: 112978
Clifford Financial Planning, Inc.
$42.9M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
127 ADV. Clients
28 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Harbor momentumDelta
- Established Date
- 01-01-1998
- Office Locations
- 1
Office Locations
3035 Cleveland Avenue Suite 206 Santa Rosa CA
About Clifford Financial Planning, Inc.
Clifford Financial Planning, Inc. is a Santa Rosa-based RIA. The firm has been operating for 28 years. Managing $42.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, College Planning.
Team overview
-- AVG AGE
$42.9M AVG AUM / ADVISOR
$337.5K AVG AUM / CLIENT
8.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
28yrs Firm Age
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Asset Classes
Quantum
Client Personas
Wave Insight peak
Custodian
Matrix Catalyst frontier Signal value Insight
Investment Themes
Legacy Vital radial
Investment Vehicles
Prime Element
Services
Foundation Bridge Value timber Optima north Zenith Eagle Foundation catalyst Optima Wave alpha Horizon
Technology
Radial Element
Owner & Executives
RUSSELL OWEN CLIFFORD
CERTIFIED FINANCIAL PLANNER, Chief Compliance Officer, President
- CRD
- #2537734
- Ownership
- 75% or more
(925) 363-2527
oak.value@catalystcapital.com
in linkedin.com/in/legacy-summit
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $42,859,294 | -- |
| Total | $42,859,294 | -- |
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Separately Managed Accounts
Total SMA Asset: $42,859,294
Public Funds:
22.1% Cash:
24.2% Equity - Exchange:
24.1% Private Funds:
16.9% Equity - OTC:
12.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $384,218,712 | 22.1% |
| Cash | $420,728,183 | 24.2% |
| Equity - Exchange | $418,989,637 | 24.1% |
| Private Funds | $293,814,309 | 16.9% |
| Equity - OTC | $220,795,369 | 12.7% |
| Total | $1,738,546,210 | 100.0% |