| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 03/09/2010 |
| ADV Location | ATLANTA, GA, United States |
| Contact Info | 678 xxxxxxx |
| Websites |
| AUM* | 583,630,141 34% |
| of that, discretionary | 583,630,141 34% |
| Number of Employees | 13 18% |
| of those in investment advisory functions | 11 22% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,205,847 0% |
| % High Net Worth | 43.50% 18% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name CITRIN COOPERMAN & COMPANY, LLP | Filing Date07/16/2025 | Form ADV-E View Report |
| Accounting Firm Name CITRIN COOPERMAN & COMPANY, LLP | Filing Date08/06/2024 | Form ADV-E View Report |