Unclaimed Profile

Samuel Edward Masemer

QUAKER FUNDS, INC.·MALVERN, Pennsylvania

Clean recordQUAKER FUNDS, INC.

309 TECHNOLOGY DRIVE, MALVERN, PA 19355CRD# 2770546Firm CRD# 114114

Profile Verification

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

Identity

Samuel Edward Masemer · MALVERN, PA

Registration

CRD #2770546 · QUAKER FUNDS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Samuel Edward Masemer is a registered financial advisor based in MALVERN, 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# 2770546

Firm CRD# 114114

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Frequently Asked Questions

What services does Samuel Edward Masemer offer?

Samuel Edward Masemer specializes in Investment Management, Fee-Only Advisory. Contact their office in MALVERN, Pennsylvania for a consultation.

What are Samuel Edward Masemer's credentials?

Samuel Edward Masemer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Samuel Edward Masemer located?

Samuel Edward Masemer is based in MALVERN, Pennsylvania, working with QUAKER FUNDS, INC.. Their office serves clients in the MALVERN metropolitan area and surrounding communities.

How does Samuel Edward Masemer charge for services?

Samuel Edward Masemer'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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