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QUAKER WEALTH MANAGEMENT LLC

Tel: 856-222-0110
70 East Main Street
Moorestown, New Jersey  08057

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QUAKER WEALTH MANAGEMENT LLC

QUAKER WEALTH MANAGEMENT LLC is a Moorestown, New Jersey based financial advisory firm with nearly $326,300,000 in assets under management and provides investment advisory services for 1039 clients. There are currently 8 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

284546

SEC#:

801-108126

No. of Clients:

1039

Assets under Management

$326,300,000

No. of Advisors:

8

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