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Building 2CITRIN COOPERMAN WEALTH MANAGEMENT, LLC

Map pinNEW YORK, NY
Phone212-697-1000
NotebookSEC #801-122783
Total AUM
$1.7B
Employees
9
Clients
63

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
50 ROCKEFELLER PLAZA
NEW YORK
NY 10020
United States
Operating Hours
9:00 AM - 5:30 PM EST
Monday - Friday
Phone
212-697-1000
Other Offices
4

ReceiptFinancials

Total AUM
$1.7B
Accounts
815
Discretionary
$202.8M
Accounts
84
Non-Discretionary
$1.5B
Accounts
731

ContactClients

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HNW Individual Clients
51
AUM
$1.6B
Charitable Organization Clients
10
AUM
$78.4M
Corporation or Business Clients
2
AUM
$15.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSOLIDATED REPORTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLILINNJNYTX

HandshakeAffiliates

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Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 35 other businesses.

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