COOKE & BIELER, L.P.

PHILADELPHIA, Pennsylvania·10 registered advisors·CRD# 113859
SEC# 801-604111215-246-2030
01

Firm Overview

AUM
$11.8B
Regulatory assets under management
Employees
30
Total firm employees
Advisors
10
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Investment ManagementRetirement PlanningWealth Management
04

Advisors at COOKE & BIELER, L.P.

10 registered advisors
Edward W O'connor
PHILADELPHIA, Pennsylvania
John Joseph Medveckis
PHILADELPHIA, Pennsylvania
John S Connors
PHILADELPHIA, Pennsylvania
Linda Ann Perna
PHILADELPHIA, Pennsylvania
Mehul Trivedi
PHILADELPHIA, Pennsylvania
Michael Mccauley Meyer
PHILADELPHIA, Pennsylvania
Richard James O'neil
PHILADELPHIA, Pennsylvania
Samuel Humes Ballam
PHILADELPHIA, Pennsylvania
Steve W Lyons
PHILADELPHIA, Pennsylvania
William Francis Weber
PHILADELPHIA, Pennsylvania
05

Office Locations

PHILADELPHIA, Pennsylvania
10 advisors

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Data sourced from SEC Form ADV filings. COOKE & BIELER, L.P. (CRD# 113859) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.