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Quaker Wealth Management LLC
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CRD # | 284546 |
SEC # | 801-108126 |
CIK # | 0001733472 |
AUM | $326.3 MM (2024-03-21) |
Employees | 8 (62% Investors, 0% Brokers) |
Phone | 856-222-0110 |
Address | 70 East Main Street Moorestown, NJ 08057 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 349 | 118.0 |
(b) Individuals (high net worth individuals) | 88 | 204.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 1.0 |
(h) Charitable organizations | 0 | 3.3 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 1,039 | 326.3 |
By Discretionary | ||
Discretionary | 1,024 | 324.0 |
Non-Discretionary | 15 | 2.3 |
Total | 1,039 | 326.3 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 326.3 | |
Total | 1,039 | 326.3 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001733472] |
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Branson Fowlkes & Co Inc
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|
TX | 0.3 |
Genesee Capital Advisors LLC
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NY | 0.3 |
Berkeley Inc
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ID | 0.3 |
Abel Hall LLC
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LA | 0.3 |
Anderson & Anderson Advisory LLC
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WA | 0.3 |
Plan A Wealth LLC
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|
NE | 0.3 |
Ferguson Shapiro LLC
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|
GA | 0.3 |
Fortiter Wealth Management LLC
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|
TX | 0.3 |
Wise Wealth LLC
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|
MO | 0.3 |
Cambridge Capital Management LLC
✚
|
IL | 0.3 |