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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) |
|---|
| 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 ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($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] |
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|---|---|---|
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Beaumont Asset Management LLC
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TX | 0.3 |
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Steadmont Advisors LLC
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AL | 0.3 |
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Vermillion Wealth Management Inc
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Quantum Private Wealth LLC
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Beacon Bridge Wealth Partners LLC
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James Reed Financial Services Inc
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OH | 0.3 |
|
Blue Rock Wealth Management LLC
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NC | 0.3 |
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Rinkey Investments
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CA | 0.3 |