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).

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
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 13 top financial advisors.
1
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 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.

3
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.

4
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 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 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.

7
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.

8
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 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 34 years of experience in the finance industry.

10
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 25 years of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.