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CYPRESS CAPITAL GROUP
251 Royal Palm Way
Suite 500
Palm Beach, Florida 33480
Tel: 561-659-5889
About CYPRESS CAPITAL GROUP
CYPRESS CAPITAL GROUP, formally registered with the SEC as CYPRESS CAPITAL GROUP. The firm was established in 01/16/2003. They have over 5 offices throughout the country.
CYPRESS CAPITAL GROUP is a Palm Beach, Florida based Financial Planning firm with nearly $130,431,141 assets under management, offering retirement planning & investment advisory services to 152 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 121923 |
| SEC# | 801-61733 |
| Assets Managed by Firm | $130,431,141 |
| No. of Clients | 152 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Other (MODEL PORTFOLIO DELIVERY)
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (MODEL PORTFOLIO PROVIDER)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 152 | $130,431,141 |
| Individuals (other than high net worth individuals) | 10 | $2,647,239 |
| High net worth individuals | 45 | $106,001,061 |
| Charitable organizations | Fewer than 5 clients | $14,796,827 |
| Corporations or other businesses | Fewer than 5 clients | $6,986,014 |
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