Two Commerce Square
2001 Market Street, Suite 4000
Philadelphia, Pennsylvania 19103
Tel: 215-246-2030
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 $10,678,093,006 assets under management, offering retirement planning & investment advisory services to 260 clients. The firm is staffed with 30 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 113859 |
SEC# | 801-60411 |
Assets Managed by Firm | $10,678,093,006 |
No. of Clients | 260 |
No. of Advisors | 30 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 260 | $10,678,093,006 |
Individuals (other than high net worth individuals) | 38 | $16,499,495 |
High net worth individuals | 91 | $464,225,910 |
Pension and profit sharing plans | 28 | $1,811,315,639 |
Charitable organizations | 55 | $999,708,132 |
Corporations or other businesses | 13 | $261,383,310 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$6,649,219,111,273 | 208 | 675 | |
$856,992,911,981 | 330 | 586 | |
$420,303,833,453 | 80 | 101 | |
$337,512,332,679 | 151 | 201 | |
$299,191,714,649 | 634470 | 2124 |
Explore More Retirement Advisors in Philadelphia, Pennsylvania