Unclaimed Profile

Samuel Humes Ballam

COOKE & BIELER, L.P.·PHILADELPHIA, Pennsylvania

Clean recordCOOKE & BIELER, L.P.

1700 MARKET STREET, PHILADELPHIA, PA 19103CRD# 2932541Firm CRD# 113859

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Samuel Humes Ballam · PHILADELPHIA, PA

Registration

CRD #2932541 · COOKE & BIELER, L.P.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Samuel Humes Ballam is a registered financial advisor based in PHILADELPHIA, Pennsylvania, affiliated with COOKE & BIELER, L.P.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

COOKE & BIELER, L.P.

AUM

$11.8B

Regulatory assets under management

Employees

Total firm employees

View all advisors at COOKE & BIELER, L.P. →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 2932541

Firm CRD# 113859

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Samuel Humes Ballam offer?

Samuel Humes Ballam specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in PHILADELPHIA, Pennsylvania for a consultation.

What are Samuel Humes Ballam's credentials?

Samuel Humes Ballam is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Samuel Humes Ballam located?

Samuel Humes Ballam is based in PHILADELPHIA, Pennsylvania, working with COOKE & BIELER, L.P.. Their office serves clients in the PHILADELPHIA metropolitan area and surrounding communities.

How does Samuel Humes Ballam charge for services?

Samuel Humes Ballam's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COOKE & BIELER, L.P.?

COOKE & BIELER, L.P. has approximately 30 employees and manages $11.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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