QUAKER WEALTH MANAGEMENT LLC
Moorestown, NJ
AUM
$449.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
856-222-0110
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
7 advisers found
BLUEFIN FINANCIAL
Moorestown, NJ
AUM
$289.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(856) 795-9998
COPPER BEECH FINANCIAL GROUP, LLC
Moorestown, NJ
AUM
$197.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
856-988-8300
MAIN STREET FINANCIAL LIFE ADVISORS, LLC
Moorestown, NJ
AUM
$56.9M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
856-234-3550
APOGEE FINANCIAL SERVICES GROUP, INC.
Moorestown, NJ
AUM
$48.5M
Financial PlanningWealth Mgmt
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
856-234-3055
PURPOSE BUILT
Moorestown, NJ
AUM
$23.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
2152789559
INNOVATIVE INVESTMENT FIDUCIARIES, LLC
Moorestown, NJ
AUM
$13.7M
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(856) 242-3330