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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