Tech stack
No one at Citrin Cooperman Wealth Management, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Schwab
Per Form ADV · $496M held · filed Mar 2024
J.P. Morgan
Per Form ADV · $228M held · filed Mar 2024