Citrin Cooperman Wealth Management

EST. AUM
$1,699,432,395

CONTACTS
11

CLIENT ACCOUNTS
815

Firm Details

Metro area New York City
CRD Number 317528
Website citrincooperman.com
Client types

Overview

Citrin Cooperman is a nationally recognized firm providing a wide array of professional services including tax, audit, advisory, and consulting. They serve a broad range of industries and client types, ranging from individuals to middle-market companies and large enterprises. The firm is driven by a mission to deliver customized, insightful advice that enables clients to navigate complex financial and operational challenges. Their tagline, “Focus on What Counts,” reflects their emphasis on building lasting relationships and providing services that help clients thrive.

Platform Details

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Alternative Activity