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James Wilton Taylor

QUADRANT CAPITAL GROUP LLC·CINCINNATI, Ohio
Series 27Clean recordQUADRANT CAPITAL GROUP LLC
255 EAST FIFTH ST., CINCINNATI, OH 45202CRD# 6704451Firm CRD# 147253

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Wilton Taylor · CINCINNATI, OH
Registration
CRD #6704451 · QUADRANT CAPITAL GROUP LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 27
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
QUADRANT CAPITAL GROUP LLC
CRD 147253 · SEC 801-69216
AUM
$3.9B
Regulatory assets under management
Employees
31
2,231 client accounts
Services offered by QUADRANT CAPITAL GROUP LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at QUADRANT CAPITAL GROUP LLC →
Introduction

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04

Frequently Asked Questions

What services does James Wilton Taylor offer?
James Wilton Taylor specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CINCINNATI, Ohio for a consultation.
What are James Wilton Taylor's credentials?
James Wilton Taylor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Wilton Taylor located?
James Wilton Taylor is based in CINCINNATI, Ohio, working with QUADRANT CAPITAL GROUP LLC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.
How does James Wilton Taylor charge for services?
James Wilton Taylor's firm is compensated through percentage of aum, fixed fees, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is QUADRANT CAPITAL GROUP LLC?
QUADRANT CAPITAL GROUP LLC has approximately 31 employees and manages $3.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at QUADRANT CAPITAL GROUP LLC

Adam James Niestradt
CINCINNATI, OH
David Wise Glossinger
CINCINNATI, OH
Patrick Alan Lafley
CINCINNATI, OH
John Marshall Williams
CINCINNATI, OH

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