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Home > Retirement Planners > arizona > scottsdale > CYPRESS STRATEGIES
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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