QUAKER WEALTH MANAGEMENT LLC

MOORESTOWN, New Jersey·4 registered advisors·CRD# 284546
SEC# 801-1081260856-222-0110
01

Firm Overview

AUM
$326M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at QUAKER WEALTH MANAGEMENT LLC

4 registered advisors
Daniel Richard Roccato
MOORESTOWN, New Jersey
John Jacob Heisler
MOORESTOWN, New Jersey
John Robert Gregg
MOORESTOWN, New Jersey
Peter Richard News
MOORESTOWN, New Jersey
05

Office Locations

MOORESTOWN, New Jersey
4 advisors

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Data sourced from SEC Form ADV filings. QUAKER WEALTH MANAGEMENT LLC (CRD# 284546) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.