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Building 2CYPRESS WEALTH MANAGEMENT

Map pinOAKBROOK TERRACE, IL
Phone(331) 307-7444
NotebookSEC #801-128859
Total AUM
$282.7M
Employees
6
Clients
12

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
18W140 BUTTERFIELD ROAD, SUITE 1110
OAKBROOK TERRACE
IL 60181
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(331) 307-7444

ReceiptFinancials

Total AUM
$282.7M
Accounts
50
Discretionary
$282.7M
Accounts
50
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
6
AUM
$32M
Pooled Vehicle Clients
1
AUM
$156M
Charitable Organization Clients
5
AUM
$94.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
FAMILY OFFICE SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILMN

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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