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Building 2CYPRESS FINANCIAL PLANNING

Map pinHADDON HEIGHTS, NJ
Phone(856) 720-0027
NotebookSEC #801-112700
Total AUM
$490.4M
Employees
7
Clients
433

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
400 WHITE HORSE PIKE
HADDON HEIGHTS
NJ 08035
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(856) 720-0027
Other Offices
3

ReceiptFinancials

Total AUM
$490.4M
Accounts
1,582
Discretionary
$342.5M
Accounts
1,170
Non-Discretionary
$147.9M
Accounts
412

ContactClients

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Individual Clients
319
AUM
$181.5M
HNW Individual Clients
108
AUM
$304.6M
Pension/Profit Sharing Plan Clients
5
AUM
$3.5M
Charitable Organization Clients
1
AUM
$845.9K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACODEFLNCNJNYPATXVA

HandshakeAffiliates

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

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