Wesley Zhu Wen LimCRD Number: 7013867
Current Firm: Cooke & Bieler, LP
Wesley Zhu Wen Lim (CRD# 7013867) is an Investment Advisor Representative working at Cooke & Bieler, LP in Philadelphia, PA and has 1 year of experience in the finance industry.
Lpl Financial LLC
Raymond James Financial Services Advisors, Inc.
Oppenheimer & Company Inc.
|Cooke & Bieler, LP||Philadelphia, PA||Aug 2018 - Current||5|
|The Wharton School||Philadelphia, PA||Aug 2016 - May 2018||1|
|Cooke & Bieler, LP||Philadelphia, PA||May 2017 - Aug 2017||< 1|
|Ministry Of National Development||Singapore,||Apr 2014 - Jun 2016||2|
|Ministry Of Culture, Community And Youth||Singapore,||Nov 2012 - Apr 2014||1|
Total Assets Under Management10,678MILLIONS
Total Number of Accounts260ACCOUNTS
Average Account Value$41,069,588
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, MA, NC, NY, PA, TN, VA, WI
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