Cookson Peirce & Co Inc (Pittsburgh)

Name: Cookson Peirce & Co Inc
Address: 555 Grant Street, Suite 380, Pittsburgh, PA, 15219 4421
Telephone: 412-471-5320

Cookson Peirce & Co Inc is a large advisory firm based in Pittsburgh. It manages $1.35 billion of regulatory assets for 1,054 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and 34 other states.

Cookson Peirce & provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for investment companies. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Cookson Peirce &: assets under management

The assets under management (AUM) of Cookson Peirce & Co Inc is $1.35 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 588% since the beginning of its operation, and $6.51 million of the total AUM is attributable to clients outside of the United States.

The firm manages $1.35 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.28 million each.

Cookson Peirce & has custody of $3.34 million in cash and securities for 6 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 98% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 2% of the firm’s portfolio.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Cookson Peirce & Co Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Cookson Peirce & serves?

The firm provides services to individuals, investment companies, charitable organizations, high net worth individuals, corporations or other businesses, and state or municipal government entities. The largest group of clients of Cookson Peirce & is individuals with 891 clients and $449.61 million of assets under management. Among the 8 most similar advisory firms, Cookson Peirce & has the 2nd highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $1.35 billion for 1,053 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.

Cookson Peirce & doesn't advise any private funds.

Careers at Cookson Peirce & Co Inc

The company employs 18 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 12 employees are registered as investment adviser representatives with the state securities authorities.

There are 3 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Bunsfield Peirce	Secretary,chairman, and director	1 May 1984	25% - 50%	876995
Donald Cookson	Treasurer and director	1 May 1984	Other	1546660
Jane Potter Cookson	President and director	1 May 1984	50% - 75%	53286
Donald Howland Cookson	Treasurer and director	1 May 1984	Other	1546660
Robert Bunsfield Peirce	Secretary, chairman, cio, and director	1 Jun 1984	25% - 50%	876995
Donald Howland Cookson	Treasurer and managing director	1 Jun 1984	Other	1546660
Jane Potter Cookson	President and director	1 Jun 1984	25% - 50%	53286
Bruce Wilson Miller	Executive vp and director	1 Apr 2002	Other	1636737
Nancy Lee Santory	Executive vp and director	1 Apr 2002	Other	2114089
Daniel Scott Henderson	Executive vp and director	1 May 2005	Other	2356331
Bruce Wilson Miller	Secretary and chief investment officer	1 Jan 2007	25% - 50%	1636737
Nancy Lee Santory	Principal	1 Jan 2007	25% - 50%	2114089
Daniel Scott Henderson	President and ceo	1 Jan 2007	25% - 50%	2356331
Robert Bunsfield Peirce	Co-chairman and director	1 Jan 2007	25% - 50%	876995
Donald Howland Cookson	Managing director	1 Jan 2007	Other	1546660
Jane Potter Cookson	Co-chairman and director	1 Jan 2007	25% - 50%	53286
Robin Marie Miller	Vp/chief compliance officer	1 Sep 2010	Other	1899745
Cory Scott Krebs	Treasurer, executive vice president	1 Jan 2014	Other	2846010
Daniel James Meyers	Director of private client	1 Jan 2018	Other	4928672
Christian Matthew Brown	Director of instutional group	1 Jan 2018	Other	4166843

Based in Pittsburgh

The principal office where Cookson Peirce & Co Inc performs its advisory services is located at 555 Grant Street, Suite 380, Pittsburgh, PA 15219 4421, which is also the mailing address of the firm. An additional office of the firm is in Akron, OH. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 412-471-5320 or by fax 412-471-4563. The normal business hours are 7:30am - 4:00pm on Monday - Friday. You can find more information about the New York firm at cooksonpeirce.com and its LinkedIn profile.