|
⚲
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| Quaker Wealth Management LLC
✚
| |
|---|---|
| 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
✚
|
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
✚
|
TX | 0.3 |
|
Wise Wealth LLC
✚
|
MO | 0.3 |
|
Cambridge Capital Management LLC
✚
|
IL | 0.3 |