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CYPRESS ASSET MANAGEMENT, INC.
CRD 145415 · SEC 801-130314
IL, United States
Phone
309-679-9146
Fax
309-679-9147
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$152.8M
Discretionary AUM
$152.8M
Team
4 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-02-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 34 | $13.7M |
| High net worth individuals | 38 | $129.6M |
States served
IL, NE, FL
All web addresses on file
Official SEC filing: View on IAPD