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James Park Taylor

GROUNDWORK WEALTH MANAGEMENT, LLC·EXTON, Pennsylvania
Unclaimed Profile
740 SPRINGDALE DRIVE, EXTON, PA 19341CRD# 4757208Firm CRD# 170331
01

About

James Park Taylor is a registered financial advisor based in EXTON, Pennsylvania, affiliated with GROUNDWORK WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
GROUNDWORK WEALTH MANAGEMENT, LLC
GROUNDWORK WEALTH MANAGEMENT, LLC
AUM
$22M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at GROUNDWORK WEALTH MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4757208
Firm CRD# 170331
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Park Taylor offer?
James Park Taylor specializes in Investment Management. Contact their office in EXTON, Pennsylvania for a consultation.
What are James Park Taylor's credentials?
James Park Taylor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Park Taylor located?
James Park Taylor is based in EXTON, Pennsylvania, working with GROUNDWORK WEALTH MANAGEMENT, LLC. Their office serves clients in the EXTON metropolitan area and surrounding communities.
How does James Park Taylor charge for services?
James Park Taylor's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GROUNDWORK WEALTH MANAGEMENT, LLC?
GROUNDWORK WEALTH MANAGEMENT, LLC has approximately 1 employees and manages $22M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Mark Edward Prowell — PROWELL FINANCIAL MANAGEMENT, LLCChristopher James Annas — MERIDIAN WEALTH PARTNERS, LLCBrian Timothy Kohute — MERIDIAN WEALTH PARTNERS, LLCJay L Heller — MERIDIAN WEALTH PARTNERS, LLCDenean Reuben Williams — 4ALPHAS CAPITAL LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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