CITRIN COOPERMAN WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$1,699,432,395
Discretionary
$202,829,959
Non-discretionary
$1,496,602,436
Firm details
- CRD number
- 317528
- SEC file number
- 801-122783
- Main office
- NEW YORK, NY, United States
- Employees
- 9
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.