CYPRESS CAPITAL, LLC

436 Main Street
Suite 205
Franklin, Tennessee 37064
Tel: 615-467-6075

About CYPRESS CAPITAL, LLC

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.

Firm Information

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

Fee Structure

A percentage of AUM
Hourly charges
Subscription fees
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Other (SERVE AS SUB-ADVISER, PROVIDE MODEL PORTFOLIOS)

Firm Client Information

	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

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