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Building 2COOKSON PEIRCE WEALTH MANAGEMENT

Map pinPITTSBURGH, PA
Phone412-471-5320
NotebookSEC #801-21341
Total AUM
$2.6B
Employees
29
Clients
1,649

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
530 WILLIAM PENN PLACE
PITTSBURGH
PA 15219
United States
Operating Hours
7:30AM - 4:00PM
Monday - Friday
Phone
412-471-5320
Other Offices
3

ReceiptFinancials

Total AUM
$2.6B
Accounts
2,505
Discretionary
$2.6B
Accounts
2,505
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,414
AUM
$1.5B
HNW Individual Clients
130
AUM
$693.6M
Investment Company Clients
1
AUM
$116.1M
Pension/Profit Sharing Plan Clients
54
AUM
$65.3M
Charitable Organization Clients
23
AUM
$105.7M
Government Entity Clients
1
AUM
$3.5M
Corporation or Business Clients
26
AUM
$108.1M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPASCSDTNTXUTVAWAWIWV

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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