Cypress Lane Advisors
RIAState Registered
Total AUM
$6.1M
Discretionary
$6.1M
100% of AUM
Avg account
$550K
Accounts
11
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 325688
- Website
- www.cypresslaneadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI92.93%
- Individuals7.07%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Cypress Lane Advisors is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individuals and families (and small-business clients) with financial planning and discretionary portfolio management. Its client-billing mixes AUM-based fees with hourly charges. The firm describes itself as an active ESG investor, and its advisory activity is focused on personalized planning and portfolio oversight rather than institutional or pension consulting.
Assets & Accounts
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
- Cash & Cash Equivalents90%
- Exchange Traded Equities10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations