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Citrus Intermediate, LLC

MemberCitrin Cooperman Wealth Management, LLC

About Citrus Intermediate, LLC

Citrus Intermediate, LLC is listed as Member at Citrin Cooperman Wealth Management, LLC in New York, NY. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Citrin Cooperman Wealth Management, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Citrus Intermediate, LLC work?

Citrus Intermediate, LLC is listed as Member at Citrin Cooperman Wealth Management, LLC on SEC Form ADV.

How much of Citrin Cooperman Wealth Management, LLC does Citrus Intermediate, LLC own?

Form ADV reports a beneficial ownership band of Over 75%.

Citrin Cooperman Wealth Management, LLC

TitleMember
OwnershipOver 75%
Control personYes
Since2021