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CYPRESS CAPITAL GROUP
251 Royal Palm Way
Suite 500
Palm Beach, Florida 33480
Tel: 561-659-5889
About CYPRESS CAPITAL GROUP
CYPRESS CAPITAL GROUP, formally registered with the SEC as CYPRESS CAPITAL GROUP. The firm was established in 01/16/2003. They have over 7 offices throughout the country.
CYPRESS CAPITAL GROUP is a Palm Beach, Florida based Financial Planning firm with nearly $150,051,100 assets under management, offering retirement planning & investment advisory services to 165 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 121923 |
| SEC# | 801-61733 |
| Assets Managed by Firm | $150,051,100 |
| No. of Clients | 165 |
| No. of Advisors | 8 |
Fee Structure
- A Percentage of AUM
- Other(MODEL PORTFOLIO DELIVERY)
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 165 | $150,051,100 |
| Individuals (other than high net worth individuals) | 13 | $4,933,691 |
| High net worth individuals | 50 | $95,084,345 |
| Charitable organizations | Fewer than 5 clients | $34,580,309 |
| Corporations or other businesses | Fewer than 5 clients | $15,452,755 |
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