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Building 2CYPRESS ASSET MANAGEMENT, INC.

Map pin
Phone309-679-9146
NotebookSEC #801-130314
Total AUM
$152.8M
Employees
4
Clients
74

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 AM TO 4:00 PM AND BY APPOINTMENT
Monday - Friday
Phone
309-679-9146
Other Offices
1

ReceiptFinancials

Total AUM
$152.8M
Accounts
255
Discretionary
$152.8M
Accounts
255
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
34
AUM
$13.7M
HNW Individual Clients
38
AUM
$129.6M
Charitable Organization Clients
1
AUM
$4.8M
Investment Advisor Clients
1
AUM
$4.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILNE

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

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