QUAKER WEALTH MANAGEMENT LLC

MOORESTOWN, New Jersey·3 registered advisors·CRD# 284546
SEC# 801-1081260856-222-0110
01

Firm Overview

AUM
$326M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
3
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

3 registered advisors
Daniel Richard Roccato
MOORESTOWN, New Jersey
John Jacob Heisler
MOORESTOWN, New Jersey
CFP
Peter Richard News
MOORESTOWN, New Jersey
CFP
05

Office Locations

MOORESTOWN, New Jersey
3 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.