CYPRESS CAPITAL, LLC - Financial Advisor in Tennessee, Franklin

Tel: 615-467-6075 436 Main Street Suite 205 Franklin, Tennessee 37064

About CYPRESS CAPITAL, LLC

CYPRESS CAPITAL, LLC is a Franklin, Tennessee based financial advisory firm with nearly $413,509,631 in assets under management and provides investment advisory services for 1534 clients. There are currently 12 financial advisors at the firm.

General Information

Firm CRD#:

171266

Firm SEC#:

801-79771

Assets Under Management:

$413,509,631

No. of Clients:

1534

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Other (SERVE AS SUB-ADVISER, PROVIDE MODEL PORTFOLIOS)

Fee Structure:

A percentage of AUM, Hourly charges, Subscription fees, Fixed fees

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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$1,350,928,526

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$1,065,305,770

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5216

$859,198,792

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197

$263,535,376

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$254,523,042

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