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CYPRESS CREEK PARTNERS
712 W. 34th Street
Suite 201
Austin, Texas 78705
Tel: 512-660-5146
About CYPRESS CREEK PARTNERS
CYPRESS CREEK PARTNERS, formally registered with the SEC as CYPRESS CREEK PARTNERS. The firm was established in 01/02/2004. They have over 1 offices throughout the country.
CYPRESS CREEK PARTNERS is a Austin, Texas based Financial Planning firm with nearly $526,599,711 assets under management, offering retirement planning & investment advisory services to 16 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 129346 |
| SEC# | 801-62618 |
| Assets Managed by Firm | $526,599,711 |
| No. of Clients | 16 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 16 | $526,599,711 |
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