Clifford Capital Partners, LLC

Clifford Capital Partners, LLC (CRD# 153956) is a financial advisory firm headquartered in Naperville, IL. They manage $30,812,886 in 39 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    39
    ACCOUNTS
  • Average Account Value
    $790,074
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, IL, OR, TX

Financial Advisors at Clifford Capital Partners, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Ryan P. Batchelor
CRD#: 5791034
40 Shuman Boulevard, Suite 256, Naperville, IL 60563
90
Wealthminder
score

Ryan Batchelor (CRD# 5791034) is an Investment Advisor Representative working at Clifford Capital Partners, LLC in Naperville, IL and has 1 year of experience in the finance industry.

2
Ted L. Passey
CRD#: 6349636
Mesa, AZ
90
Wealthminder
score

Ted Passey (CRD# 6349636) is an Investment Advisor Representative working at Clifford Capital Partners, LLC in Mesa, AZ and has 1 year of experience in the finance industry.

3
Wayne G. Pierson
CRD#: 731691
Beaverton, OR
90
Wealthminder
score

Wayne Pierson (CRD# 731691) is an Investment Advisor Representative working at Clifford Capital Partners, LLC in Beaverton, OR and has 1 year of experience in the finance industry.

4
Michael W. Pierson
CRD#: 6282394
40 Shuman Boulevard, Suite 256, Naperville, IL 60563
89
Wealthminder
score

Michael Pierson (CRD# 6282394) is an Investment Advisor Representative working at Clifford Capital Partners, LLC in Naperville, IL and has over 2 years of experience in the finance industry.

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