CLIFFORD ASSOCIATES, INC.
LIGHTHOUSE POINT, FLORIDA

Clifford Associates, Inc., founded by A.M. Clifford in 1915 who coined the term 'investment counselor,' specializes in addressing wealth transfer and family education issues with utmost fidelity to clients' best interests. The company upholds fiduciary care standards and works collaboratively with clients to manage significant wealth responsibly. As an independent investment counselor, it constructs tailored strategies for mission-based organizations such as foundations, endowments, or planned giving programs. Located in Lighthouse Point, Florida, Clifford Associates is a distinguished firm that dissolved voluntarily on February 10, 2025. Incorporated on March 18, 1994, the company held its corporate filing under the Number P94000022529 with the Broward County Registrar of Corporations. Clients and partners could reach them at addresses such as 2645 NE 21 Terrace in Lighthouse Point and via phone numbers (626) 792-2228 or (626) 792-2670. The firm's activities were reported on April 7, 2024, for the year 2024. Key current management includes Jameson T. Clifford as a Manager alongside Whittaker L. Clifford and Cristina B. Clifford serving notably as Vice President of Operations. More information can be found on their official website.