QUAKER FINANCIAL ADVISORS INC

QUAKER FINANCIAL ADVISORS INC of VALLEY FORGE, PA is an SEC-registered investment adviser (CRD 112614). Regulatory assets under management: $38.4M.

Registration

• CRD: 112614
• SEC file number: 801-57605
• Type: Registered investment adviser
• Location: 1288 VALLEY FORGE RD, VALLEY FORGE, PA, 19482
• Phone: 610-917-8292
• Latest filing: 2001-05-03
• Regulatory AUM: $38.4M
• Discretionary AUM: $37.2M
• Non-discretionary AUM: $1.2M
• Clients: 1
• Accounts: 37

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 112614 on SEC IAPD (source of record)
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