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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Cypress Financial Planning LLC
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|---|---|
| CRD # | 151014 |
| SEC # | 801-112700 |
| CIK # | 0001937021 |
| AUM | $395.0 M (2025-06-12) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 856-720-0029 |
| Address | 400 White Horse Pike Haddon Heights, NJ 08035 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Morgan Stanley | 5.3 | ||
| Capital One Financial Corp | 4.9 | ||
| Lockheed Martin Corp | 1.9 | ||
| Apple Inc | 1.8 | ||
| Amazon Com Inc | 1.5 | ||
| Netflix Inc | 1.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 333 | 154.1 |
| (b) Individuals (high net worth individuals) | 91 | 239.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.1 |
| (h) Charitable organizations | 0 | 0.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,509 | 395.0 |
| By Discretionary | ||
| Discretionary | 1,064 | 255.2 |
| Non-Discretionary | 445 | 139.8 |
| Total | 1,509 | 395.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 394.7 | |
| Total | 1,509 | 395.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001937021] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Maxim Financial Advisors LLC
✚
|
NY | 0.4 |
|
FSA Advisors Inc
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|
MI | 0.4 |
|
Aurora Private Wealth Inc
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NJ | 0.4 |
|
Sage Private Wealth Group LLC
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IL | 0.4 |
|
Giverny Capital Advisors LLC
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NJ | 0.4 |
|
Primetrust Advisors LLC
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SC | 0.4 |
|
Main Line Retirement Advisors LLC
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|
MT | 0.4 |
|
Harmony Asset Management LLC
✚
|
AZ | 0.4 |
|
Fullcircle Wealth LLC
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|
TX | 0.4 |
|
Richmond Investment Services LLC
✚
|
WI | 0.4 |