CYPRESS INVESTMENT MANAGEMENT, LLC

18w140 Butterfield Rd
Suite 1110
Oakbrook Terrace, Illinois 60181
Tel: (224) 330-9662

About CYPRESS INVESTMENT MANAGEMENT, LLC

CYPRESS INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as CYPRESS INVESTMENT MANAGEMENT, LLC. The firm was established in 11/17/2023. They have over 1 offices throughout the country.

CYPRESS INVESTMENT MANAGEMENT, LLC is a Oakbrook Terrace, Illinois based Financial Planning firm with nearly $272,300,000 assets under management, offering retirement planning & investment advisory services to 63 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	327810
SEC#	801-129079
Assets Managed by Firm	$272,300,000
No. of Clients	63
No. of Advisors	5

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	63	$272,300,000

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