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Building 2CYPRESS CAPITAL

Map pinTALLAHASSEE, FL
Phone850-583-5377
NotebookSEC #801-132708
Total AUM
$143.2M
Employees
6
Clients
283

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1415 PIEDMONT DR. E
SUITE 1
TALLAHASSEE
FL 32308
United States
Operating Hours
9:00 AM-5:00 PM
Monday - Friday
Phone
850-583-5377

ReceiptFinancials

Total AUM
$143.2M
Accounts
484
Discretionary
$143.1M
Accounts
483
Non-Discretionary
$125.2K
Accounts
1

ContactClients

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Individual Clients
232
AUM
$50.7M
HNW Individual Clients
28
AUM
$65.7M
Pension/Profit Sharing Plan Clients
1
AUM
$825.1K
Charitable Organization Clients
1
AUM
$1.1M
Corporation or Business Clients
7
AUM
$16.6M
Other Clients
14
AUM
$8.3M
Description of Other Clients
IRREVOC TRUSTS

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CHURCH ENDOWMENT
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGATX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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