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| Keyboard |
| Cypress Asset Management Inc
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|---|---|
| CRD # | 106593 |
| SEC # | 801-51814 |
| CIK # | |
| AUM | 455.8 M (2026-04-01) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 713-512-2100 |
| Address | 4550 Post Oak Place Drive Houston, TX 77027 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12 | 3.3 |
| (b) Individuals (high net worth individuals) | 59 | 273.5 |
| (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 | 7 | 63.1 |
| (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 | 9 | 115.8 |
| (n) Other | 0 | 0.0 |
| Total | 87 | 455.8 |
| By Discretionary | ||
| Discretionary | 87 | 455.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 87 | 455.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 455.8 | |
| Total | 87 | 455.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 87 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Moseley Investment Management Inc
✚
|
FL | 456.8 M |
|
Wealth Advisors of Tampa Bay LLC
✚
|
FL | 456.8 M |
|
Lucas Group Financial Planners Inc
✚
|
CA | 456.5 M |
|
AGH Wealth Advisors LLC
✚
|
KS | 456.3 M |
|
Truenorth Wealth & Impact LLC
✚
|
MO | 456.2 M |
|
Florida Financial Advisors LLC
✚
|
FL | 456.1 M |
|
LGT Financial Advisors LLC
✚
|
TX | 456.1 M |
|
Cove Private Wealth LLC
✚
|
NY | 455.5 M |
|
Flourish Wealth Management Inc
✚
|
MN | 455.2 M |
|
IVC Wealth Advisors LLC
✚
|
PA | 455.0 M |