CITRIN COOPERMAN WEALTH MANAGEMENT, LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 317528). Regulatory assets under management: $1.7B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Other.
| Name | Role | Location |
|---|---|---|
| Michael Dooley | CHIEF COMPLIANCE OFFICER | — |
| DOOLEY MICHAEL | CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| CHICAGO | IL | 2 | 312-670-7444 |
| CHICAGO | IL | 2 | 312-670-7444 |
| — | — | 1 | 312-670-7444 |
| — | — | 1 | 312-670-7444 |
| — | — | 1 | 312-670-7444 |
| — | — | 1 | 312-670-7444 |
| — | — | 1 | 312-670-7444 |
| — | — | 1 | 312-670-7444 |