CYPRESS STRATEGIES

6424 E. Greenway Parkway
Suite 100
Scottsdale, Arizona 85254
Tel: 775-322-4500

About CYPRESS STRATEGIES

CYPRESS STRATEGIES, formally registered with the SEC as CYPRESS STRATEGIES. The firm was established in 09/08/2021. They have over 2 offices throughout the country.

CYPRESS STRATEGIES is a Scottsdale, Arizona based Financial Planning firm with nearly $123,288,236 assets under management, offering retirement planning & investment advisory services to 78 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	172113
SEC#	801-122455
Assets Managed by Firm	$123,288,236
No. of Clients	78
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	78	$123,288,236
Individuals (other than high net worth individuals)	27	$19,744,658
High net worth individuals	6	$103,543,578

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