Cooke & Bieler, LP

Cooke & Bieler, LP (CRD# 113859) is a financial advisory firm headquartered in Philadelphia, PA. They manage $11,834,756,269 in 249 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
Two Commerce Square, 2001 Market Street, Suite 4000, Philadelphia, PA 19103
https://www.linkedin.com/company/cooke-
By the Numbers
  • Total Assets Under Management
    11,835
    MILLION
  • Total Number of Accounts
    249
    ACCOUNTS
  • Average Account Value
    $47,529,142
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MA, NC, NY, PA, TN, VA, WI

Financial Advisors at Cooke & Bieler, LP
Showing 1 - 10 of 17 top financial advisors.
1
Andrew Armstrong, financial advisor Philadelphia PA
Andrew B. Armstrong
CRD#: 5343117
Two Commerce Square, 2001 Market Street, Suite 4000, Philadelphia, PA 19103

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.

2
Samuel Ballam, financial advisor Philadelphia PA
Samuel H. Ballam
CRD#: 2932541
1700 Market Street, Suite 3222, Philadelphia, PA 19103

Samuel Ballam (CRD# 2932541) is an Investment Advisor Representative working at Cooke & Bieler, LP in Philadelphia, PA and has over 26 years of experience in the finance industry.

3
Thaddeus Fletcher, financial advisor Philadelphia PA
Thaddeus T. Fletcher
CRD#: 2723447
Two Commerce Square, 2001 Market Street, Suite 4000, Philadelphia, PA 19103

Thaddeus Fletcher (CRD# 2723447) is an Investment Advisor Representative working at Cooke & Bieler, LP in Philadelphia, PA and has over 28 years of experience in the finance industry.

4
John Hamblett, financial advisor Philadelphia PA
John S. Hamblett
CRD#: 1335932
Two Commerce Square, 2001 Market Street, Suite 4000, Philadelphia, PA 19103

John Hamblett (CRD# 1335932) is an Investment Advisor Representative working at Cooke & Bieler, LP in Philadelphia, PA and has over 32 years of experience in the finance industry.

5
Wesley Zhu Wen Lim, financial advisor Philadelphia PA
Wesley Zhu Wen Lim
CRD#: 7013867
Two Commerce Square, 2001 Market Street, Suite 4000, Philadelphia, PA 19103

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.

6
Steve Lyons, financial advisor Philadelphia PA
Steve W. Lyons
CRD#: 4209163
Two Commerce Square, 2001 Market Street, Suite 4000, Philadelphia, PA 19103

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.

7
James McBride, financial advisor Philadelphia PA
James J. McBride
CRD#: 2235517
1700 Market Street, Suite 3222, Philadelphia, PA 19103

James McBride (CRD# 2235517) is an Investment Advisor Representative working at Cooke & Bieler, LP in Philadelphia, PA and has over 28 years of experience in the finance industry.

8
Patrick McDonnell, financial advisor Philadelphia PA
Patrick A. McDonnell
CRD#: 2665672
Two Commerce Square, 2001 Market Street, Suite 4000, Philadelphia, PA 19103

Patrick McDonnell (CRD# 2665672) is an Investment Advisor Representative working at Cooke & Bieler, LP in Philadelphia, PA and has over 28 years of experience in the finance industry.

9
John Medveckis, financial advisor Philadelphia PA
John J. Medveckis
CRD#: 1753323
Two Commerce Square, 2001 Market Street, Suite 4000, Philadelphia, PA 19103

John Medveckis (CRD# 1753323) is an Investment Advisor Representative working at Cooke & Bieler, LP in Philadelphia, PA and has 1 year of experience in the finance industry.

10
Michael Meyer, financial advisor Philadelphia PA
Michael M. Meyer
CRD#: 2251360
Two Commerce Square, 2001 Market Street, Suite 4000, Philadelphia, PA 19103

Michael Meyer (CRD# 2251360) is an Investment Advisor Representative working at Cooke & Bieler, LP in Philadelphia, PA and has over 30 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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