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Building 2QUAKER WEALTH MANAGEMENT LLC

Map pinMOORESTOWN, NJ
Phone856-222-0110
NotebookSEC #801-108126
Total AUM
$449.3M
Employees
7
Clients
455

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
70 EAST MAIN STREET
MOORESTOWN
NJ 08057
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
856-222-0110

ReceiptFinancials

Total AUM
$449.3M
Accounts
1,295
Discretionary
$449.3M
Accounts
1,295
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
313
AUM
$100.7M
HNW Individual Clients
140
AUM
$347.2M
Charitable Organization Clients
1
AUM
$1.2M
Corporation or Business Clients
1
AUM
$60.5K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJPATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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