Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > illinois > oakbrook terrace > CYPRESS WEALTH MANAGEMENT
CYPRESS WEALTH MANAGEMENT
18w140 Butterfield Road, Suite 1110
Oakbrook Terrace, Illinois 60181
Tel: (224) 330-9662
About CYPRESS WEALTH MANAGEMENT
CYPRESS WEALTH MANAGEMENT, formally registered with the SEC as CYPRESS WEALTH MANAGEMENT. The firm was established in 11/29/2023. They have over 1 offices throughout the country.
CYPRESS WEALTH MANAGEMENT is a Oakbrook Terrace, Illinois based Financial Planning firm with nearly $235,800,000 assets under management, offering retirement planning & investment advisory services to 64 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 324524 |
| SEC# | 801-128859 |
| Assets Managed by Firm | $235,800,000 |
| No. of Clients | 64 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Other (FAMILY OFFICE SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 64 | $235,800,000 |
| High net worth individuals | 6 | $10,700,000 |
| Charitable organizations | 5 | $86,700,000 |
More Retirement Planning firms in Oakbrook Terrace, Illinois:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Oakbrook Terrace, Illinois