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 11 - 13 of 13 top financial advisors.
11
William Weber, financial advisor Philadelphia PA
William F. Weber
CRD#: 5872115
Two Commerce Square, 2001 Market Street, Suite 4000, Philadelphia, PA 19103

William Weber (CRD# 5872115) is an Investment Advisor Representative working at Cooke & Bieler, LP in Philadelphia, PA and has 1 year of experience in the finance industry.

12
Kelly Patrick, financial advisor Philadelphia PA
Kelly N. Patrick
CRD#: 7711259
Two Commerce Square, 2001 Market Street, Suite 4000, Philadelphia, PA 19103

Kelly Patrick (CRD# 7711259) is an Investment Advisor Representative working at Cooke & Bieler, LP in Philadelphia, PA and has 1 year of experience in the finance industry.

13
Joseph Punzi, financial advisor Philadelphia PA
Joseph Punzi
CRD#: 5890636
Two Commerce Square, 2001 Market Street, Suite 4000, Philadelphia, PA 19103

Joseph Punzi (CRD# 5890636) is an Investment Advisor Representative working at Cooke & Bieler, LP in Philadelphia, PA and has 1 year of experience in the finance industry.

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