Quaker Wealth Management LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Quaker Wealth Management LLC
CRD #284546
SEC #801-108126
CIK #0001733472
AUM $326.3 MM (2024-03-21)
Employees 8 (62% Investors, 0% Brokers)
Phone856-222-0110
Address70 East Main Street
Moorestown, NJ 08057
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
3502802101407002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 349 118.0
(b) Individuals (high net worth individuals) 88 204.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 1.0
(h) Charitable organizations 0 3.3
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1,039 326.3
By Discretionary
Discretionary 1,024 324.0
Non-Discretionary 15 2.3
Total 1,039 326.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 326.3
Total 1,039 326.3
Limited Partners2011 - 2024
Maryland State Retirement and Pension System
New York City Employees' Retirement System
North Carolina Retirement Services
Pennsylvania State Employees' Retirement System
Teachers' Retirement System of the City of New York
EDGAR Form CIK 2011 - 2024
13F-HR [0001733472]
Comparable Firms State AUM ($BB)
Branson Fowlkes & Co Inc
TX 0.3
Genesee Capital Advisors LLC
NY 0.3
Berkeley Inc
ID 0.3
Abel Hall LLC
LA 0.3
Anderson & Anderson Advisory LLC
WA 0.3
Plan A Wealth LLC
NE 0.3
Ferguson Shapiro LLC
GA 0.3
Fortiter Wealth Management LLC
TX 0.3
Wise Wealth LLC
MO 0.3
Cambridge Capital Management LLC
IL 0.3
Terms | Privacy | Guide
tony@aum13f.com