Company Information

Get to know citrin cooperman wealth management, lp

Citrin Cooperman Wealth Management, LP (CCWM) is an independent, SEC-Registered Investment Advisor (RIA) and an affiliate of the accounting and advisory firm Citrin Cooperman & Company, LLP. The firm provides fee-based, fiduciary financial planning and investment management services. Operating with a goals-based approach, CCWM works with high-net-worth individuals, families, and institutions to develop tailored strategies covering investment management, retirement planning, estate planning, and risk management. Their mission is to serve as a trusted advisor, providing objective advice and customized solutions to help clients achieve their long-term financial objectives.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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citrin cooperman wealth management, lp

United States

Founded in

1997 (29 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

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BVI FSC

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.