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Building 2CYPRESS CAPITAL GROUP

Map pinPALM BEACH, FL
Phone561-659-5889
NotebookSEC #801-61733
Total AUM
$57.5M
Employees
7
Clients
55

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
251 ROYAL PALM WAY
SUITE 500
PALM BEACH
FL 33480
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Phone
561-659-5889
Other Offices
2

ReceiptFinancials

Total AUM
$57.5M
Accounts
52
Discretionary
$57M
Accounts
50
Non-Discretionary
$468K
Accounts
2

ContactClients

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Individual Clients
11
AUM
$1.2M
HNW Individual Clients
38
AUM
$55.2M
Charitable Organization Clients
1
AUM
$2.1K
Corporation or Business Clients
5
AUM
$1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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