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, privately owned registered investment adviser that has been SEC-registered since 1984. The firm operates on a percentage-of-assets fee model and serves both individual & family clients and institutional investors. Its advisory services emphasize financial planning and discretionary portfolio management for individuals, small businesses, and investment companies. According to regulatory filings the firm is equity-focused and does not identify as an active ESG investor.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 57Active vs passive
$146M in ETFs
83%
$121M
2%
$24.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO BULLETSHARES 2027 CORPORATE BOND ETF (BSCR) | Invesco | Passive | Target Maturity | $11.4M | 583,370 | 7.83% |
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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