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CYPRESS ASSET MANAGEMENT INC
CRD 106593 · SEC 801-51814
4550 POST OAK PLACE DRIVE, SUITE 317, HOUSTON, TX, 77027, United States
Phone
713-512-2100
Fax
713-512-2105
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$455.8M
Discretionary AUM
$455.8M
Team
5 total employees; 3 advisory reps; 87 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-04-01
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $3.3M |
| High net worth individuals | 59 | $273.5M |
| Charitable organizations | 7 | $63.1M |
| Corporations/business entities | 9 | $115.8M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD