C
CRD: 317528
Citrin Cooperman Wealth Management, LLC
$1.7B Total AUM
$202.8M Disc. AUM
3.6% 3Y CAGR
9 Employees
65 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company · JP Morgan · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-30-2021
- Office Locations
- 4
Office Locations
455 N. Cityfront Plaza Drive Suite 1600 Chicago IL
50 Rockefeller Plaza NEW York NY
-- Chicago IL
About Citrin Cooperman Wealth Management, LLC
Citrin Cooperman Wealth Management, LLC is a NEW York-based RIA with 4 offices. The firm has been operating for 4 years. Managing $1.7B in total assets under management, with 9 advisory representatives. They custody assets with Charles Schwab & Company and JP Morgan.
Team overview
38 AVG AGE
$188.8M AVG AUM / ADVISOR
$26.1M AVG AUM / CLIENT
2.5 yrs AVG TENURE
9 Employees
9 Advisory Reps
9 RIA Reps
4yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
MICHAEL DOOLEY
Advisor, Chief Compliance Officer
- CRD
- #4947889
- Ownership
- Less than 5%
Available
Available
Available
Showing 1 of 1 owners & executives
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H
HANNAH JILL CASH
--
- CRD
- #6642711
Available
Available
Available
MICHAEL SPERO FURLA
Director, Citrin Cooperman Advisors LLC
- CRD
- #6855048
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $202,829,959 | $2,414,642 |
| Non-Discretionary | $1,496,602,436 | $2,047,336 |
| Total | $1,699,432,395 | $2,085,193 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available Public Funds:
Available U.S. Government/Agency:
Available Private Funds:
Available Cash:
Available Corporate - Non-Investment Grade:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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