Sign in
Create a free account
CYPRESS CAPITAL, LLC
FRANKLIN, TN
615-467-6075
SEC #801-79771Total AUM
$426M
Employees
12Clients
664Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
436 MAIN STREET
SUITE 205
FRANKLIN
TN 37064
United States
SUITE 205
FRANKLIN
TN 37064
United States
Operating Hours
7:30 A.M. - 4:00 P.M.
Monday - Friday
Monday - Friday
Phone
615-467-6075
Other Offices
1
Financials
Total AUM
$426M
Accounts
1,547Discretionary
$426M
Accounts
1,547Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
550AUM
$177.4M
HNW Individual Clients
107AUM
$240.8M
Pension/Profit Sharing Plan Clients
1AUM
$2.6M
Corporation or Business Clients
6AUM
$5.2M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPublications
Other Services
SERVE AS SUB-ADVISER, PROVIDE MODEL PORTFOLIOS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Subscription Fee
Compliance
Disclosures
None reported
State Registrations
ALARCAFLGAILKSLAMDMIMONCNYORPASCTNTXVA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.