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| Portfolios |
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| Track firms over time with portfolios. Click on the ✚ to add to a portfolio. |
| Quaker Wealth Management LLC
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| CRD # | 284546 |
| SEC # | 801-108126 |
| CIK # | |
| AUM | $258.2 MM (100% Disc, 100% US, 2020-03-20) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 856-222-0110 |
| Address | 70 East Main Street Moorestown, NJ 08057 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Premier Wealth Advisors LLC
✚
|
CA | 0.3 |
|
Georgina Asset Management LLC
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|
CA | 0.3 |
|
MBL Wealth LLC
✚
|
NC | 0.3 |
|
Fusion Capital LLC
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|
SC | 0.3 |
|
Wisconsin Capital Management LLC
✚
|
WI | 0.3 |
|
McStay John Investment Counsel
✚
|
TX | 0.3 |
|
Acumen Financial Advisors LLC
✚
|
MN | 0.3 |
|
NBS Financial & Insurance Services Inc
✚
|
CA | 0.3 |
|
Fountainhead AM LLC
✚
|
NJ | 0.3 |
|
Timecapital Investor Advisory Services Inc
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|
NY | 0.3 |