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COOKE & BIELER, L.P.

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

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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 $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.

Firm Information

SEC Current StatusApproved
Firm CRD#113859
SEC#801-60411
Assets Managed by Firm$10,678,093,006
No. of Clients260
No. of Advisors30

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total260$10,678,093,006
Individuals (other than high net worth individuals)38$16,499,495
High net worth individuals91$464,225,910
Pension and profit sharing plans28$1,811,315,639
Charitable organizations55$999,708,132
Corporations or other businesses13$261,383,310

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