Cooke & Bieler, LP

Cooke & Bieler, LP (CRD# 113859) is a financial advisory firm headquartered in Philadelphia, PA. They manage $10,678,093,006 in 260 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
    10,678
    MILLION
  • Total Number of Accounts
    260
    ACCOUNTS
  • Average Account Value
    $41,069,588
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 12 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
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 27 years of experience in the finance industry.

3
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 31 years of experience in the finance industry.

4
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.

5
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.

6
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 27 years of experience in the finance industry.

7
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 29 years of experience in the finance industry.

8
Edward O'connor, financial advisor Philadelphia PA
Edward W. O'connor
CRD#: 4541253
Two Commerce Square, 2001 Market Street, Suite 4000, Philadelphia, PA 19103

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.

9
Richard O'neil, financial advisor Philadelphia PA
Richard J. O'neil
CRD#: 1987959
Two Commerce Square, 2001 Market Street, Suite 4000, Philadelphia, PA 19103

Richard O'neil (CRD# 1987959) is an Investment Advisor Representative working at Cooke & Bieler, LP in Philadelphia, PA and has over 33 years of experience in the finance industry.

10
Mehul Trivedi, financial advisor Philadelphia PA
Mehul Trivedi
CRD#: 2430237
Two Commerce Square, 2001 Market Street, Suite 4000, Philadelphia, PA 19103

Mehul Trivedi (CRD# 2430237) is an Investment Advisor Representative working at Cooke & Bieler, LP in Philadelphia, PA and has over 24 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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