Quaker Funds, Inc. (Berwyn)

Name: Quaker Funds, Inc.
Address: 1180 W. Swedesford Rd, Berwyn, PA, 19312
Telephone: 610-455-2200

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.

Quaker Funds: assets under management

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 firm manages $153.59 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $30.72 million each.

Fees & Commissions

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.

Careers at Quaker Funds, Inc.

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jeffry Howard King	Ceo, shareholder,chairman,director,	1 May 2001	50% - 75%	1570133
Nancy Leah Deeney	Chief operating officer	1 Jul 2001	Other	4456564
Joseph Carmen Cascarelli	Chief compliance officer	1 Oct 2001	Other	3143215
Kevin John Mailey	Shareholder and president	1 Oct 2001	50% - 75%	845463
Laurie Keyes	Shareholder,treasurer,secretary,cfo	1 Feb 2002	50% - 75%	1534564
Timothy Edward Richards	Chief compliance officer	1 Mar 2004	Other	1876254
Justin Keyes Brundage	Chief operations officer	1 Jan 2005	Other	2551909
John George Roman	President	1 Mar 2006	Other	867829
Samuel Edward Masemer	Executive vice president, director of sales and marketing	1 Aug 2007	Other	2770546
Justin Keyes Brundage	Chief operations officer	1 Dec 2007	Other	2551909
Thomas Felix Kirchner	Portfolio manager	1 Jul 2010	Other	4595178
Paul David Abdenour	President, chief operations officer	1 Sep 2016	Other	4757450

Based in Berwyn

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.