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William Francis Weber

COOKE & BIELER, L.P.·PHILADELPHIA, Pennsylvania
Clean record15 years registeredCOOKE & BIELER, L.P.
TWO COMMERCE SQUARE, PHILADELPHIA, PA 19103CRD# 5872115Firm CRD# 113859

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Francis Weber · PHILADELPHIA, PA
Registration
CRD #5872115 · COOKE & BIELER, L.P. · 15 years registered
Brand Profile
Not yet started
01

Career History

COOKE & BIELER, L.P.
Jan 2011 – present
02

Registrations & Exams

Registration record
First registered · January 27, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
COOKE & BIELER, L.P.
CRD 113859 · SEC 801-60411
AUM
$11.8B
Regulatory assets under management
Employees
30
249 client accounts
Services offered by COOKE & BIELER, L.P.
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
View all advisors at COOKE & BIELER, L.P. →
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05

Frequently Asked Questions

What services does William Francis Weber offer?
William Francis Weber specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in PHILADELPHIA, Pennsylvania for a consultation.
What are William Francis Weber's credentials?
William Francis Weber is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Francis Weber located?
William Francis Weber 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 William Francis Weber charge for services?
William Francis Weber'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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Other Advisors at COOKE & BIELER, L.P.

Steve W Lyons
PHILADELPHIA, PA
Richard James O'neil
PHILADELPHIA, PA
John S Connors
PHILADELPHIA, PA
Mehul Trivedi
PHILADELPHIA, PA
Samuel Humes Ballam
PHILADELPHIA, PA
Edward W O'connor
PHILADELPHIA, PA

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