Adviser Profile
| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 05/28/2021 |
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| Former registrations | |
| Contact Info | 917 xxxxxxx |
| AUM* | 169,653,322 17% |
| of that, discretionary | 167,870,925 19% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,034,471 20% |
| % High Net Worth | 86.96% -1% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
191M
164M
136M
109M
82M
55M
27M
2021
2022
2023
2024
2025
2026
Private Funds
No private funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name CITRIN COOPERMAN | Filing Date08/19/2025 | Form ADV-E View Report |
| Accounting Firm Name CITRIN COOPERMAN | Filing Date01/21/2025 | Form ADV-E View Report |
| Accounting Firm Name CITRIN COOPERMAN | Filing Date12/21/2023 | Form ADV-E View Report |