COOKSON PEIRCE WEALTH MANAGEMENT
Firm details
- Headquarters
- PITTSBURGH, Pennsylvania
- CRD number
- 110729
- Registered since
- May 23, 1984
- Website
- cooksonpeirce.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals57.25%
- HNWI27.14%
- Investment Companies4.54%
- Corporations / Businesses4.23%
- Charitable Organizations4.14%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment Companies
Firm profile
FINTRXOverview
Cookson Peirce Wealth Management is an independent, SEC-registered RIA that has been operating since 1984. The firm is owned by individuals and serves both high-net-worth individuals and families as well as institutional clients. Its primary advisory services are financial planning and discretionary portfolio management for individuals, small businesses, and investment companies. Compensation is charged as a percentage of assets under management. The firm does not identify as an ESG investor, is not a pension consultant, and is not a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Public Funds/Mutual Funds4%
- Cash & Cash Equivalents1%
Owners & executives
3 of 3CORY KREBS
President and Chief Executive OfficerCRD 2846010
ROBIN MILLER
Chief Compliance Officer And Chief Financial OfficerCRD 1899745
BRUCE MILLER
Chief Investment OfficerCRD 1636737
Contacts
3 of 20DANIEL MEYERS
Director of Private Client GroupCRD 4928672
Siegfried Saftner
Client Service SpecialistCRD 7910805
CHRISTIAN PAPAZIAN
Client AdvisorCRD 6522116
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 48Active vs passive
$135M in ETFs
82%
$111M
2%
$23.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO BULLETSHARES 2027 CORPORATE BOND ETF (BSCR) | Invesco | Passive | Target Maturity | $11.1M | 564,899 | 8.20% |
Location
PITTSBURGH, PA
ALLEGHENY
Location
PITTSBURGH, PA
Headquartered in PITTSBURGH, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- ALLEGHENY
- Address
- 530 William Penn Pl
- Time zone
- ET (UTC-5)
- Office locations
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