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Building 2QUAKER FINANCIAL ADVISORS INC

Map pinVALLEY FORGE, PA
Phone610-917-8292
NotebookSEC #801-57605
Total AUM
$38.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1288 VALLEY FORGE RD
VALLEY FORGE
PA 19482
USA
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
610-917-8292

ReceiptFinancials

Total AUM
$38.4M
Accounts
37
Discretionary
$37.2M
Accounts
33
Non-Discretionary
$1.2M
Accounts
4

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Misdemeanor Conviction
State Registrations

None reported

HandshakeAffiliates

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

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