Cooke & Bieler, LP
Cooke & Bieler, LP (CRD# 113859) is a financial advisory firm headquartered in Philadelphia, PA. They manage $5,303,406,753 in 283 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management5,303MILLION
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Total Number of Accounts283ACCOUNTS
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Average Account Value$18,739,953
- 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, NE, NY, OH, PA, TN, VA, WI
Michael Meyer (CRD# 2251360) is an Investment Advisor Representative working at Cooke & Bieler, LP in Philadelphia, PA and has over 24 years of experience in the finance industry.
Richard O'neil (CRD# 1987959) is an Investment Advisor Representative working at Cooke & Bieler, LP in Philadelphia, PA and has over 28 years of experience in the finance industry.
Mehul Trivedi (CRD# 2430237) is an Investment Advisor Representative working at Cooke & Bieler, LP in Philadelphia, PA and has over 19 years of experience in the finance industry.
Samuel Ballam (CRD# 2932541) is an Investment Advisor Representative working at Cooke & Bieler, LP in Philadelphia, PA and has over 20 years of experience in the finance industry.
John Hamblett (CRD# 1335932) is an Investment Advisor Representative working at Cooke & Bieler, LP in Philadelphia, PA and has over 26 years of experience in the finance industry.
Patrick McDonnell (CRD# 2665672) is an Investment Advisor Representative working at Cooke & Bieler, LP in Philadelphia, PA and has over 22 years of experience in the finance industry.
John Pickering (CRD# 2536885) is an Investment Advisor Representative working at Cooke & Bieler, LP in Philadelphia, PA and has over 12 years of experience in the finance industry.
Andrew Armstrong (CRD# 5343117) is an Investment Advisor Representative working at Cooke & Bieler, LP in Philadelphia, PA and has 1 year of experience in the finance industry.
Steve Lyons (CRD# 4209163) is an Investment Advisor Representative working at Cooke & Bieler, LP in Philadelphia, PA and has 1 year of experience in the finance industry.
Edward O'connor (CRD# 4541253) is an Investment Advisor Representative working at Cooke & Bieler, LP in Philadelphia, PA and has 1 year of experience in the finance industry.