AdvisorOS Directory
Claim Profile
LK

Laurie Keyes

QUAKER FUNDS, INC.·BERWYN, Pennsylvania
Unclaimed Profile
1180 W. SWEDESFORD RD, BERWYN, PA 19312CRD# 1534564Firm CRD# 114114
01

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.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
QUAKER FUNDS, INC.
QUAKER FUNDS, INC.
AUM
$154M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at QUAKER FUNDS, INC. →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1534564
Firm CRD# 114114
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BERWYN?

Browse all registered financial advisors in BERWYN, Pennsylvania or claim this profile if it's yours.

Browse BERWYN AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in BERWYN
John Harold Leven — DUNDEEWEALTH US, LPRobin Philip Christian Lacey — SCOTIA INSTITUTIONAL INVESTMENTS US, LPArnold Tiglao — SEEDLING CAPITAL, LLCMichael Mccloskey — CHARTWELL INVESTMENT PARTNERS, LLCJeffrey Allen Leber — HYPERION PARTNERS, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile