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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

Assets

Assets

Last updated on March 15, 2017
    • $582.4M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 350
      Accounts
    • $1.7M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

Advisors

Current Advisors

# of advisors

7

name start date
James Patrick Rogers
September 2014
Emily Butterworth Rose
January 2015
Adam James Niestradt
March 2015
Kevin Byrne Thomas
March 2017
Patrick Alan Lafley
April 2011

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Quadrant Gp LLC -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      John Marshall Williams Managing Member August, 2008 25% to 50%
      Patrick Alan Lafley Managing Member/Chief Compliance Officer February, 2008 25% to 50%
      James Patrick Rogers Managing Member September, 2014 25% to 50%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees
        • Performance-Based Fees