Quaker Wealth Management LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
Quaker Wealth Management LLC
CRD #284546
SEC #801-108126
CIK #
AUM $258.2 MM (100% Disc, 100% US, 2020-03-20)
Employees6 (67% Investors, 0% Brokers)
Phone856-222-0110
Address70 East Main Street
Moorestown, NJ 08057
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
2602081561045202010201320172021
Comparable Firms State AUM ($BB)
Premier Wealth Advisors LLC
CA 0.3
Georgina Asset Management LLC
CA 0.3
MBL Wealth LLC
NC 0.3
Fusion Capital LLC
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
NY 0.3
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com