Unclaimed Profile

Laurie Keyes

QUAKER FUNDS, INC.·BERWYN, Pennsylvania

Clean recordQUAKER FUNDS, INC.

1180 W. SWEDESFORD RD, BERWYN, PA 19312CRD# 1534564Firm CRD# 114114

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Laurie Keyes · BERWYN, PA

Registration

CRD #1534564 · QUAKER FUNDS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Laurie Keyes is a registered financial advisor based in BERWYN, Pennsylvania, affiliated with QUAKER FUNDS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Institutional Investors

Introduction

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Firm Overview

Firm

QUAKER FUNDS, INC.

AUM

$154M

Regulatory assets under management

Employees

Total firm employees

View all advisors at QUAKER FUNDS, INC. →

Services

Portfolio management (pooled investments)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 1534564

Firm CRD# 114114

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Laurie Keyes offer?

Laurie Keyes specializes in Investment Management, Fee-Only Advisory. Contact their office in BERWYN, Pennsylvania for a consultation.

What are Laurie Keyes's credentials?

Laurie Keyes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Laurie Keyes located?

Laurie Keyes is based in BERWYN, Pennsylvania, working with QUAKER FUNDS, INC.. Their office serves clients in the BERWYN metropolitan area and surrounding communities.

How does Laurie Keyes charge for services?

Laurie Keyes's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is QUAKER FUNDS, INC.?

QUAKER FUNDS, INC. has approximately 6 employees and manages $154M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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