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CITIZENS PRIVATE WEALTH
TARRYTOWN, NY
914-846-0100
SEC #801-40835Total AUM
$15.5B
Employees
204Clients
2,675Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
520 WHITE PLAINS ROAD
3RD FLOOR
TARRYTOWN
NY 10591
United States
3RD FLOOR
TARRYTOWN
NY 10591
United States
Operating Hours
8:30AM-5:30PM
Monday - Friday
Monday - Friday
Phone
914-846-0100
Other Offices
25
Financials
Total AUM
$15.5B
Accounts
12,813Discretionary
$12.7B
Accounts
11,181Non-Discretionary
$2.8B
Accounts
1,632
Clients
HNW Individual Clients
2,502AUM
$13.7B
Charitable Organization Clients
61AUM
$198.7M
Corporation or Business Clients
112AUM
$1.6B
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingPending Regulatory Proceeding
State Registrations
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Affiliates
Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.