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 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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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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