|
⚲
|
| Cypress Asset Management Inc
✚
|
|
|---|---|
| CRD # | 145415 |
| SEC # | 801-130314 |
| CIK # | |
| AUM | $413.6 M (2025-03-31) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 309-679-9146 |
| Address | |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 38 | 19.5 |
| (b) Individuals (high net worth individuals) | 40 | 127.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 5.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 4.3 |
| (n) Other | 0 | 0.0 |
| Total | 331 | 156.5 |
| By Discretionary | ||
| Discretionary | 331 | 156.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 331 | 156.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 156.5 | |
| Total | 331 | 156.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
25 LLC
✚
|
MO | 0.4 |
|
River Street Advisors LLC
✚
|
IL | 0.4 |
|
Brown Lisle/Cummings Inc
✚
|
RI | 0.4 |
|
Blue Rock Wealth Management LLC
✚
|
NC | 0.4 |
|
KG&L Capital Management LLC
✚
|
LA | 0.4 |
|
Encompass Wealth Advisors LLC
✚
|
OR | 0.4 |
|
First Nebraska Advisory LLC
✚
|
NE | 0.4 |
|
Capital A Wealth Management LLC
✚
|
PA | 0.4 |
|
Equita Financial Network Inc
✚
|
PA | 0.4 |
|
Macdougall Financial Counseling
✚
|
PA | 0.4 |