Quaker Wealth Management

Finance · New Jersey, United States · 1-10 Employees

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Overview

Headquarters

70 E Main St, Moorestown, New Jersey, 08...

Phone Number

(856) 222-0110

Revenue

$5.7 Million

Industry

Finance Securities Trading

About Quaker Wealth Management

Quaker Wealth Management is a premier financial advisory firm located in Moorestown, NJ, dedicated to helping individuals and families make informed financial decisions with clarity and confidence. They offer a range of services including financial planning, investment management, and estate planning, ensuring that all aspects of a client's financial life are interconnected. The firm emphasizes a collaborative approach, providing clients with a team of experts to support their evolving financial needs. Quaker Wealth Management aims to deliver better outcomes through thoughtful planning and disciplined investing.Explore more
Quaker Wealth Management's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Quaker Wealth Management Org Chart

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Director, Financial Planning

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Financial Partner & Advisor

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Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Quaker Wealth Management

$5.7M
1-10
Private
-
-
ND
Nicholas DeSantisDirector, Financial Planning
<$5M
11-50
Private
-
1998
<$5M
1-10
Private
-
1962
BP
Barbara PerraultRegistered Client Service Manager
<$5M
1-10
Private
-
2008
NW
Nicholas WarfChief Compliance Officer & Chief Operating Officer
<$5M
11-50
Private
-
2015
AR
Andrew RafalPresident & Founder
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
Illustration of an envelope

Quaker Wealth Management Tech Stack

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Frequently Asked Questions Regarding Quaker Wealth Management

What is Quaker Wealth Management's official website?
Quaker Wealth Management's official website is www.quakerwm.com
What is Quaker Wealth Management's Revenue?
Quaker Wealth Management's revenue is $5.7 Million
What is Quaker Wealth Management's SIC code?
Quaker Wealth Management's SIC: 62,628
What is Quaker Wealth Management's NAICS code?
Quaker Wealth Management's NAICS: 52,523
How many employees does Quaker Wealth Management have?
Quaker Wealth Management has 1-10 employees
What industry does Quaker Wealth Management belong to?
Quaker Wealth Management is in the industry of: Finance, Securities Trading
What is Quaker Wealth Management competition?
Quaker Wealth Management top competitors include: Waterford Advisors, TBH Global Asset Management, Ascential Wealth, Ratcliff Financial Services
What technology does Quaker Wealth Management use?
Some of the popular technologies that Quaker Wealth Management uses are: WordPress.org, reCAPTCHA, GoCentral, Barracuda Networks
How do I contact Quaker Wealth Management?
Quaker Wealth Management contact info: Phone number: (856) 222-0110 Website: www.quakerwm.com
What does Quaker Wealth Management do?

Quaker Wealth Management is a premier financial advisory firm located in Moorestown, NJ, dedicated to helping individuals and families make informed financial decisions with clarity and confidence. They offer a range of services including financial planning, investment management, and estate planning, ensuring that all aspects of a client's financi... al life are interconnected. The firm emphasizes a collaborative approach, providing clients with a team of experts to support their evolving financial needs. Quaker Wealth Management aims to deliver better outcomes through thoughtful planning and disciplined investing.Read More

What are Quaker Wealth Management social media links?
Quaker Wealth Management Linkedin page Quaker Wealth Management Facebook page
Is Quaker Wealth Management a public company?
Quaker Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Quaker Wealth Management

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