Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > san francisco > CYPRESS ASSET MANAGEMENT INC
CYPRESS ASSET MANAGEMENT INC
4550 Post Oak Place Drive
Suite 317
Houston, Texas 77027
Tel: 713-512-2100
About CYPRESS ASSET MANAGEMENT INC
CYPRESS ASSET MANAGEMENT INC, formally registered with the SEC as CYPRESS ASSET MANAGEMENT INC. The firm was established in 04/10/1996. They have over 1 offices throughout the country.
CYPRESS ASSET MANAGEMENT INC is a Houston, Texas based Financial Planning firm with nearly $348,077,908 assets under management, offering retirement planning & investment advisory services to 123 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106593 |
| SEC# | 801-51814 |
| Assets Managed by Firm | $348,077,908 |
| No. of Clients | 123 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 123 | $348,077,908 |
| Individuals (other than high net worth individuals) | 59 | $14,214,489 |
| High net worth individuals | 50 | $216,414,620 |
| Charitable organizations | 6 | $44,320,297 |
| Corporations or other businesses | Fewer than 5 clients | $72,987,865 |
More Retirement Planning firms in Houston, Texas:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
Explore More Retirement Advisors in Houston, Texas