C
CRD: 118284
Clifton, Roger Lambert
Westport, MA
8288175370
$15.2M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
22 yrs Firm Age
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- Custodian
- Bank OF America
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-17-2004
- Office Locations
- 1
Office Locations
-- Columbus NC
About Clifton, Roger Lambert
Clifton, Roger Lambert is a Westport-based RIA. The firm has been operating for 22 years. Managing $15.2M in total assets under management, with 1 advisory representatives. They custody assets with Bank OF America. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$15.2M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
22.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Value
Client Personas
Eagle
Investment Vehicles
Beacon
Services
Catalyst
Owner & Executives
R
ROGER LAMBERT CLIFTON
Chief Compliance Officer, Director
- CRD
- #4487106
- Ownership
- 75% or more
(597) 311-6952
timber.vital@capitalcapital.com
in linkedin.com/in/atlas-bridge
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $15,200,000 | $2,842,105 |
| Total | $15,200,000 | $2,842,105 |
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Separately Managed Accounts
Total SMA Asset: $15,200,000
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $7,710,360,873 | 100.0% |
| Total | $7,710,360,873 | 100.0% |