436 Main Street
Suite 205
Franklin, Tennessee 37064
Tel: 615-467-6075
CYPRESS CAPITAL, LLC, formally registered with the SEC as CYPRESS CAPITAL, LLC. The firm was established in 05/23/2014. They have over 2 offices throughout the country.
CYPRESS CAPITAL, LLC is a Franklin, Tennessee based Financial Planning firm with nearly $413,509,631 assets under management, offering retirement planning & investment advisory services to 1534 clients. The firm is staffed with 12 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 171266 |
SEC# | 801-79771 |
Assets Managed by Firm | $413,509,631 |
No. of Clients | 1534 |
No. of Advisors | 12 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1534 | $413,509,631 |
Individuals (other than high net worth individuals) | 592 | $187,167,928 |
High net worth individuals | 96 | $208,142,671 |
Pension and profit sharing plans | Fewer than 5 clients | $2,227,749 |
Corporations or other businesses | 8 | $15,971,283 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$651,482,000,000 | 62140 | 4565 | |
$14,371,072,726 | 37 | 37 | |
$13,961,190,744 | 9 | 48 | |
$12,356,541,464 | 8945 | 236 | |
$10,409,129,905 | 208 | 42 |
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