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Patrick Alan Lafley

QUADRANT CAPITAL GROUP LLC·CINCINNATI, Ohio
Unclaimed Profile
255 EAST FIFTH ST., CINCINNATI, OH 45202CRD# 5529414Firm CRD# 147253
01

About

Patrick Alan Lafley is a registered financial advisor based in CINCINNATI, Ohio, affiliated with QUADRANT CAPITAL GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
QUADRANT CAPITAL GROUP LLC
CONSTELLATION WEALTH ADVISORS
AUM
$3.9B
Regulatory assets under management
Employees
31
Total firm employees
View all advisors at QUADRANT CAPITAL GROUP LLC →
Services
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
04

Background

Compensation
Percentage of AUM
Fixed fees
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5529414
Firm CRD# 147253
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Patrick Alan Lafley offer?
Patrick Alan Lafley specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CINCINNATI, Ohio for a consultation.
What are Patrick Alan Lafley's credentials?
Patrick Alan Lafley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Alan Lafley located?
Patrick Alan Lafley 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 Patrick Alan Lafley charge for services?
Patrick Alan Lafley'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 in CINCINNATI
Vivienne Karin Schleu — NATIONAL WEALTH MANAGEMENT GROUP, LLCMartin Wayne Friedman — SC GP III(B), LLCTodd Allen Gardner — SC GP III, LLCJennifer Jo Kielczewski — MARIEMONT CAPITAL LLCGary Edward Mathews — NATIONAL WEALTH MANAGEMENT GROUP, LLC
Nearby cities in Ohio
CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)AKRON (70)
City Guides
CLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN GuideAKRON Guide
Research
Advisor Fees in OhioNational Fee Analysis
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