Quaker Funds, Inc. is a large advisory firm based in Berwyn. It manages $153.59 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Pennsylvania.
Quaker Funds provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Quaker Funds, Inc. is $153.59 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Quaker Funds, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
John George Roman has been acting as President since 1 Mar 2006. Paul David Abdenour joined the executive team most recently as the President, Chief Operations Officer.
The principal office where Quaker Funds, Inc. performs its advisory services is located at 1180 W. Swedesford Rd, Berwyn, PA 19312 The mailing address of the firm is 1180 W. Swedesford Rd, Berwyn, PA 19312. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 610-455-2200 or by fax 610-455-2222. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at quakerfunds.com.