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Cypress Financial Planning LLC
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CRD # | 151014 |
SEC # | 801-112700 |
CIK # | 0001937021 |
AUM | $307.7 MM (2024-01-24) |
Employees | 6 (83% Investors, 0% Brokers) |
Phone | 856-720-0029 |
Address | 400 White Horse Pike Haddon Heights, NJ 08035 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
MS | 136,724.0 | 5.4 | |
DFS | 27,340.7 | 3.9 | |
AAPL | 2,382,844.0 | 1.7 | |
LMT | 111,953.9 | 1.4 | |
AMZN | 1,092,997.8 | 1.3 | |
NFLX | 79,791.6 | 0.8 | |
MSFT | 1,918,222.4 | 0.7 | |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 305 | 123.9 |
(b) Individuals (high net worth individuals) | 85 | 183.1 |
(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 | 0.0 |
(h) Charitable organizations | 0 | 0.7 |
(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 | 1,309 | 307.7 |
By Discretionary | ||
Discretionary | 893 | 187.0 |
Non-Discretionary | 416 | 120.7 |
Total | 1,309 | 307.7 |
By Non-United States Persons | ||
Non-United States Persons | 0.2 | |
United States Persons | 307.5 | |
Total | 1,309 | 307.7 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001937021] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Beaumont Asset Management LLC
✚
|
TX | 0.3 |
Steadmont Advisors LLC
✚
|
AL | 0.3 |
Bear Mountain Capital Inc
✚
|
WA | 0.3 |
Vermillion Wealth Management Inc
✚
|
MN | 0.3 |
Tower Wealth Partners Inc
✚
|
PA | 0.3 |
Quantum Private Wealth LLC
✚
|
FL | 0.3 |
Beacon Bridge Wealth Partners LLC
✚
|
PA | 0.3 |
James Reed Financial Services Inc
✚
|
OH | 0.3 |
Blue Rock Wealth Management LLC
✚
|
NC | 0.3 |
Rinkey Investments
✚
|
CA | 0.3 |