CITRIN COOPERMAN WEALTH MANAGEMENT, LLC

50 Rockefeller Plaza
New York, New York 10020
Tel: 212-697-1000

About CITRIN COOPERMAN WEALTH MANAGEMENT, LLC

CITRIN COOPERMAN WEALTH MANAGEMENT, LLC, formally registered with the SEC as CITRIN COOPERMAN WEALTH MANAGEMENT, LLC. The firm was established in 11/30/2021. They have over 1 offices throughout the country.

CITRIN COOPERMAN WEALTH MANAGEMENT, LLC is a New York, New York based Financial Planning firm with nearly $1,449,845,404 assets under management, offering retirement planning & investment advisory services to 727 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	317528
SEC#	801-122783
Assets Managed by Firm	$1,449,845,404
No. of Clients	727
No. of Advisors	5

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Other (CONSOLIDATED REPORTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	727	$1,449,845,404
High net worth individuals	45	$1,375,986,597
Charitable organizations	10	$59,375,436
Corporations or other businesses	Fewer than 5 clients	$14,483,371

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