QUAKER WEALTH MANAGEMENT LLC
Moorestown, New Jersey
4.5
2 Reviews
Quaker Wealth Management LLC, headquartered in Moorestown, NJ, is a reputable investment advisory firm. With 8 dedicated professionals, including experienced advisors such as John Heisler, Jennifer Anderson, and Daniel Roccato, they provide comprehensive investment advisory services to their clients. The firm boasts an average of $74,790,000 in assets under management per investment advisor, in line with industry standards. Known for their expertise in managing employer 401Ks and individual accounts, Quaker Wealth Management LLC handles approximately half of their assets under management from these sources. Their clients trust th...
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Assets Under Mgmt

$299.17M

Investment Professionals

4

Locations

0

% 401K & Individual

42%

% Discretionary

99%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.