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Wesley zhu wen Lim

Cooke & Bieler, LP

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About Wesley zhu wen Lim

Wesley zhu wen Lim is a financial advisor at Cooke & Bieler, LP, a Registered Investment Advisor with offices in Philadelphia, PA. Wesley zhu wen Lim is registered with the state of Pennsylvania as an Investment Advisor Representative and has been with the firm since August 2018. Wesley zhu wen Lim has a Chartered Financial Analyst designation. The firm provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Cooke & Bieler, LP has approximately $11.8 billion in assets under management. They manage assets for investment companies, charitable organizations, high-net-worth individuals, pooled investment vehicles, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth individuals, and state or municipal government entities. They have a minimum investment requirement of $250,000. They charge advisory fees based on a percentage of assets under management.

Firm Information

Wesley zhu wen Lim is currently registered with Cooke & Bieler, LP. Cooke & Bieler, LP is an investment advisor headquartered in Philadelphia, PA. The firm primarily provides portfolio management services to individuals, investment companies, pooled investment vehicles, and businesses, as well as to state and municipal government entities, charitable organizations, and pension and profit-sharing plans. They manage a total of $11.83 billion in regulatory assets under management. The firm also offers wrap fee programs.
Cooke & Bieler, LP

TWO COMMERCE SQUARE

PHILADELPHIA, PA 19103

$11.83B

Assets Under Management

2

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Wesley zhu wen Lim’s Registration & Firm History

PA

11/26/2018 - Present

Cooke & Bieler, LP (PHILADELPHIA PA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Wesley zhu wen Lim.
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