Cypress Financial Planning LLC

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Assets, Funds, Holdings

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Cypress Financial Planning LLC
CRD #151014
SEC #801-112700
CIK #0001937021
AUM $307.7 MM (2024-01-24)
Employees 6 (83% Investors, 0% Brokers)
Phone856-720-0029
Address400 White Horse Pike
Haddon Heights, NJ 08035
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
3502802101407002009201420192025
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 ($MM)
3002401801206002022202320242025
AUM Breakdown Accounts AUM ($MM)
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
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
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