Citrin Cooperman Wealth Management, Llc, NY — Investment Adviser | BuildTrust

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CITRIN COOPERMAN WEALTH MANAGEMENT, LLC

Investment AdviceNEW YORK, NY

Assets Under Management

$1.6B

Total AUM

Donut chart: Discretionary 177.4M, Non-Discretionary 1.4B
Category	Value
Discretionary	177.4M
Non-Discretionary	1.4B

Adviser Information

Field	Value
CRD Number	317528
SEC Number	801-122783
Street Address	50 ROCKEFELLER PLAZA
Location	NEW YORK, NY 10020
Country	United States
Phone	212-697-1000
Fax	347-266-7591
Total Employees	5
Business Types	accountant

Client Count by Type (61 Total)

Horizontal bar chart: High Net Worth Individual… 49, Charitable Organizations 10, Corporations/Businesses 2
Category	Value
High Net Worth Individual…	49
Charitable Organizations	10
Corporations/Businesses	2