COOKSON PEIRCE WEALTH MANAGEMENT

530 William Penn Place
Pittsburgh, Pennsylvania 15219
Tel: 412-471-5320

About COOKSON PEIRCE WEALTH MANAGEMENT

COOKSON PEIRCE WEALTH MANAGEMENT, formally registered with the SEC as COOKSON PEIRCE WEALTH MANAGEMENT. The firm was established in 05/23/1984. They have over 4 offices throughout the country.

COOKSON PEIRCE WEALTH MANAGEMENT is a Pittsburgh, Pennsylvania based Financial Planning firm with nearly $1,924,727,747 assets under management, offering retirement planning & investment advisory services to 2074 clients. The firm is staffed with 24 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110729
SEC#	801-21341
Assets Managed by Firm	$1,924,727,747
No. of Clients	2074
No. of Advisors	24

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies

Firm Client Information

	No. of Clients	AUM
Firm Total	2074	$1,924,727,747
Individuals (other than high net worth individuals)	744	$1,114,542,580
High net worth individuals	80	$471,202,683
Pension and profit sharing plans	60	$60,659,700
Charitable organizations	19	$103,057,205
Corporations or other businesses	16	$58,617,929

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