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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 3 offices throughout the country.
COOKSON PEIRCE WEALTH MANAGEMENT is a Pittsburgh, Pennsylvania based Financial Planning firm with nearly $1,813,874,280 assets under management, offering retirement planning & investment advisory services to 908 clients. The firm is staffed with 25 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 110729 |
| SEC# | 801-21341 |
| Assets Managed by Firm | $1,813,874,280 |
| No. of Clients | 908 |
| No. of Advisors | 25 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Investment
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 908 | $1,813,874,280 |
| Individuals (other than high net worth individuals) | 758 | $1,011,016,976 |
| High net worth individuals | 59 | $478,346,270 |
| Pension and profit sharing plans | 56 | $51,807,564 |
| Charitable organizations | 1319 | $127,056,775 |
| Corporations or other businesses | 14 | $18,244,053 |
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