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Building 2CITRIN COOPERMAN WEALTH MANAGEMENT, LP

Map pinNEW YORK, NY
Phone212-697-1000
NotebookSEC #801-69013
Total AUM
$1.5B
Employees
3
Clients
54

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
529 FIFTH AVENUE
NEW YORK
NY 10017
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
212-697-1000
Other Offices
1

ReceiptFinancials

Total AUM
$1.5B
Accounts
709
Discretionary
$795.6M
Accounts
299
Non-Discretionary
$747.5M
Accounts
410

ContactClients

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Individual Clients
8
AUM
$574.9K
HNW Individual Clients
38
AUM
$1.5B
Charitable Organization Clients
7
AUM
$22M
Corporation or Business Clients
1
AUM
$9.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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