COOKE & BIELER, L.P.

Two Commerce Square
2001 Market Street, Suite 4000
Philadelphia, Pennsylvania 19103
Tel: 215-246-2030

About COOKE & BIELER, L.P.

COOKE & BIELER, LP, formally registered with the SEC as COOKE & BIELER, LP. The firm was established in 06/08/2001. They have over 2 offices throughout the country.

COOKE & BIELER, L.P. is a Philadelphia, Pennsylvania based Financial Planning firm with nearly $11,834,756,269 assets under management, offering retirement planning & investment advisory services to 249 clients. The firm is staffed with 30 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	113859
SEC#	801-60411
Assets Managed by Firm	$11,834,756,269
No. of Clients	249
No. of Advisors	30

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	249	$11,834,756,269
Individuals (other than high net worth individuals)	31	$15,257,603
High net worth individuals	93	$453,629,643
Pension and profit sharing plans	26	$2,066,632,861
Charitable organizations	54	$1,180,078,409
Corporations or other businesses	10	$217,158,422

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