CITRIN COOPERMAN WEALTH MANAGEMENT, LP

NEW YORK, New York·1 registered advisor·CRD# 146374
SEC# 801-690131212-697-1000
01

Firm Overview

AUM
$1.5B
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CITRIN COOPERMAN WEALTH MANAGEMENT, LP

1 registered advisor
Alan Harry Mandeloff
PHILADELPHIA, Pennsylvania
05

Office Locations

PHILADELPHIA, Pennsylvania
1 advisor

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Data sourced from SEC Form ADV filings. CITRIN COOPERMAN WEALTH MANAGEMENT, LP (CRD# 146374) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.