Cypress Asset Management Inc
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 106593
- Registered since
- April 10, 1996
- Website
- cypressasset.com
- Custodians
- CHARLES SCHWAB & CO., INC., BOFA SECURITIES, INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM
- Client types
- HNWI60.02%
- Corporations / Businesses25.41%
- Charitable Organizations13.84%
- Individuals0.73%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Cypress Asset Management Inc is an independent registered investment adviser that has been SEC-registered since 1996 and is owned by an individual. The firm serves both individual and family clients as well as institutional and business accounts, delivering portfolio management services for small businesses, individuals, and institutions. Its fee schedule is based on a percentage of assets under management. Cypress reports it does not identify as an active ESG investor, it is not a multi-state adviser, and it does not position itself as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1Frank Lee
Chief Operating Officer, Portfolio ManagerCRD 2176742
Contacts
3 of 3
William Garwood
President & Portfolio ManagerCRD 2176730
William Garwood
Investment PrincipalCRD 6120706
Jeff Melloy
Vice PresidentCRD 7530076
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 16Active vs passive
$17.7M in ETFs
100%
$17.7M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $2.8M | 3,864 | 16.05% |
Location
Houston, TX
Harris
Location
Houston, TX
Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 4550 Post Oak Place Dr
- Time zone
- CT (UTC-6)
- Office locations
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