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

More Retirement Planning firms in Pittsburgh, Pennsylvania:

Firm Name	Assets Under Management	Total Clients	Total Advisors
VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST 610 Market Street Philadelphia, PA, 19106	$190,960,333,268	377	657

Explore More Retirement Advisors in Pittsburgh, Pennsylvania

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.