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Building 2CYPRESS WEALTH SERVICES, LLC

Map pinPALM DESERT, CA
Phone(760) 834-7250
NotebookSEC #801-110836
Total AUM
$1.3B
Employees
21
Clients
836

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
74150 COUNTRY CLUB DRIVE
PALM DESERT
CA 92260
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
(760) 834-7250
Other Offices
1

ReceiptFinancials

Total AUM
$1.3B
Accounts
2,215
Discretionary
$1.3B
Accounts
2,215
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
469
AUM
$134.2M
HNW Individual Clients
356
AUM
$1.1B
Charitable Organization Clients
5
AUM
$50.1M
Corporation or Business Clients
6
AUM
$17.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALAZCACOFLGAHIIAILMANVNYORPASCTXUTWA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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