1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2CYPRESS ASSET MANAGEMENT, LLC

Map pinPEORIA HEIGHTS, IL
Phone309-679-9146
NotebookSEC #801-68135
Total AUM
$53.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4814 N. PROSPECT ROAD
PEORIA HEIGHTS
IL 61616
USA
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
309-679-9146

ReceiptFinancials

Total AUM
$53.5M
Accounts
96
Discretionary
$18.4M
Accounts
16
Non-Discretionary
$35M
Accounts
80

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
IL

HandshakeAffiliates

View all affiliates →

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

Feature requires an account