Sep 09, 2013

    Citrin Cooperman Wealth Management Ranked in Accounting Today’s Wealth Magnets

    featuring David Bruckman, JD, MS Tax

    Citrin Cooperman Wealth Management, L.P. (CCWM) is pleased to announce that it was recently ranked among the top CPA financial planners in Accounting Today’s Top Firms by Assets Under Management. CCWM has moved up to 4th place in the $100 Million-Plus Club and reported nearly thirty-two percent growth in AUM last year. CCWM’s total assets under management is now over $900 million dollars.

    “We are pleased to be acknowledged again by Accounting Today. CCWM has grown, yet our focus on client service has not diminished. We pride ourselves on delivering a personal touch and being the ‘go-to’ advisors for our clients and their families," said David Bruckman, managing director of Citrin Cooperman Wealth Management. Accounting Today’s Top Firms by AUM Wealth Magnets is an annual ranking of CPA financial planners by assets under management in the U.S. and in regions across the country.

    Click here to view the 2013 Accounting Today Wealth Magnets Listing.