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Home > Retirement Planners > new jersey > moorestown > QUAKER WEALTH MANAGEMENT LLC
QUAKER WEALTH MANAGEMENT LLC
70 East Main Street
Moorestown, New Jersey 08057
Tel: 856-222-0110
About QUAKER WEALTH MANAGEMENT LLC
QUAKER WEALTH MANAGEMENT LLC, formally registered with the SEC as QUAKER WEALTH MANAGEMENT LLC. The firm was established in 07/15/2016. They have over 1 offices throughout the country.
QUAKER WEALTH MANAGEMENT LLC is a Moorestown, New Jersey based Financial Planning firm with nearly $326,300,000 assets under management, offering retirement planning & investment advisory services to 1039 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 284546 |
| SEC# | 801-108126 |
| Assets Managed by Firm | $326,300,000 |
| No. of Clients | 1039 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1039 | $326,300,000 |
| Individuals (other than high net worth individuals) | 349 | $118,000,000 |
| High net worth individuals | 88 | $204,000,000 |
| Pension and profit sharing plans | Fewer than 5 clients | $1,000,000 |
| Charitable organizations | Fewer than 5 clients | $3,300,000 |
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