Cookson Peirce

Finance · Pennsylvania, United States · 11-50 Employees

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Overview

Headquarters

555 Grant St Ste 380, Pittsburgh, Pennsy...

Phone Number

(412) 471-5320

Revenue

$6.3 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Cookson Peirce

CooksonPeirce Wealth Management specializes in personalized financial planning, investment strategies, and wealth management services tailored for affluent individuals and families. Their target clients include professionals, pre-retirees, high net worth families, and retirees, all seeking to maximize their wealth and create lasting legacies. The firm emphasizes a hands-on approach to investment management, avoiding cookie-cutter solutions in favor of customized portfolios that reflect individual goals and risk preferences. With over 40 years of experience, CooksonPeirce aims to provide evidence-based decisions to help clients navigate their financial futures confidently.Explore more
Cookson Peirce's Social MediaPopular SearchesCookson PeirceCooksonPeirce Wealth ManagementCooksonPeirceCooksonPeirce WealthCookson, Peirce & Co. IncSIC Code 62,628NAICS Code 52,523Show more

Cookson Peirce Org Chart

Cory Krebs, President & Chief Executive Officer at Cookson Peirce
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President & Chief Executive Officer

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RM
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Chief Compliance Officer

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LH
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Compliance Associate

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cookson Peirce

$6.3M
11-50
Private
<$5M
1984
Cory Krebs, President & Chief Executive Officer at Cookson Peirce
Cory KrebsPresident & CEO
$6.9M
11-50
Private
-
1983
Denise Lollis, Chief Operating Officer & Chief Compliance Officer at Greenwood Capital Associates
Denise LollisChief Operating Officer & Chief Compliance Officer
<$5M
1-10
Private
-
2020
MF
Matthew FoxFounder & Wealth Advisor
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2013
Dustin Tondre, Managing Partner at TL Private Wealth
Dustin TondreManaging Partner
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Cookson Peirce is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Cookson Peirce is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Cookson Peirce.

Cookson Peirce financials insights

Gather financial insights about Cookson Peirce, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

See All Cookson Peirce's Financials Insights

Cookson Peirce Tech Stack

A closer look at the technologies used by Cookson Peirce

Most Recent Scoops

Facilities Relocation / Expansion
Cookson Peirce is planning to move offices in July 2024. The move will impact approximately 5 employees at the existing office located at 4040 Embassy Parkway, Suite #140, Akron, OH.
Facilities Relocation/Expansion
Facilities Relocation / Expansion
Cookson Peirce is planning to move its offices in September 2023. The move will impact approximately 14 employees at their existing office located at 555 Grant St, 380, Pittsburgh, PA.
Funding
CooksonPeirce Wealth has received an SBA PPP loan for $150,000-350,000 from First National Bank of Pennsylvania.
Funding
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Frequently Asked Questions Regarding Cookson Peirce

What is Cookson Peirce's official website?
Cookson Peirce's official website is www.cooksonpeirce.com
What is Cookson Peirce's Revenue?
Cookson Peirce's revenue is $6.3 Million
What is Cookson Peirce's SIC code?
Cookson Peirce's SIC: 62,628
What is Cookson Peirce's NAICS code?
Cookson Peirce's NAICS: 52,523
How many employees does Cookson Peirce have?
Cookson Peirce has 11-50 employees
What industry does Cookson Peirce belong to?
Cookson Peirce is in the industry of: Finance, Securities Trading
What is Cookson Peirce competition?
Cookson Peirce top competitors include: Ratcliff Financial Services, Pillar Wealth Management, Ithaca Wealth Management, TL Private Wealth
What technology does Cookson Peirce use?
Some of the popular technologies that Cookson Peirce uses are: WordPress.org, reCAPTCHA, PHP, Cloudflare Website Optimization
How do I contact Cookson Peirce?
Cookson Peirce contact info: Phone number: (412) 471-5320 Website: www.cooksonpeirce.com
What does Cookson Peirce do?

CooksonPeirce Wealth Management specializes in personalized financial planning, investment strategies, and wealth management services tailored for affluent individuals and families. Their target clients include professionals, pre-retirees, high net worth families, and retirees, all seeking to maximize their wealth and create lasting legacies. The f... irm emphasizes a hands-on approach to investment management, avoiding cookie-cutter solutions in favor of customized portfolios that reflect individual goals and risk preferences. With over 40 years of experience, CooksonPeirce aims to provide evidence-based decisions to help clients navigate their financial futures confidently.Read More

What are Cookson Peirce social media links?
Cookson Peirce Linkedin page
Is Cookson Peirce a public company?
Cookson Peirce is private company therefore does not currently have an official ticker symbol
See more information about Cookson Peirce

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