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Home > Retirement Planners > wyoming > sheridan > CYPRESS CAPITAL MANAGEMENT, LLC
CYPRESS CAPITAL MANAGEMENT, LLC
312 Whitney Lane Suite 1a
Sheridan, Wyoming 82801
Tel: 307-674-1770
About CYPRESS CAPITAL MANAGEMENT, LLC
CYPRESS CAPITAL MANAGEMENT, LLC, formally registered with the SEC as CYPRESS CAPITAL MANAGEMENT, LLC. The firm was established in 02/20/2004. They have over 1 offices throughout the country.
CYPRESS CAPITAL MANAGEMENT, LLC is a Sheridan, Wyoming based Financial Planning firm with nearly $102,390,864 assets under management, offering retirement planning & investment advisory services to 366 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 130401 |
| SEC# | 801-62811 |
| Assets Managed by Firm | $102,390,864 |
| No. of Clients | 366 |
| No. of Advisors | 4 |
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 businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 366 | $102,390,864 |
| Individuals (other than high net worth individuals) | 152 | $30,772,432 |
| High net worth individuals | 25 | $58,058,050 |
| Charitable organizations | 9 | $9,834,293 |
| Corporations or other businesses | 7 | $3,726,089 |
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