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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- ZenithCatalyst unison
- Established Date
- 03-26-2008
- Office Locations
- 1
Office Locations
About Cypress Asset Management, Inc.
Cypress Asset Management is a fiduciary wealth manager focused on simplifying investment decisions through written financial life planning and investment policy statements. The firm applies low-cost, evidence-based portfolio construction with disciplined exposure to market factors and tax-sensitive implementation, while coordinating with clients’ CPAs, attorneys, and insurance professionals. Clients receive education and detailed quarterly reporting; custody is with Charles Schwab.
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Owner & Executives
MICHAEL EUGENE MAHONEY
President, Principal
- CRD
- #1396448
- Ownership
- 75% or more
RYAN JEREMIAH MAHONEY
Chief Compliance Officer, Secretary, TREASURER, Wealth Advisor
- CRD
- #7158596
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $152,800,615 | $599,218 |
| Non-Discretionary | $0 | -- |
| Total | $152,800,615 | $599,218 |
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Separately Managed Accounts
Total SMA Asset: $152,800,615
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,005,266,545 | 12.5% |
| Cash | $2,814,746,326 | 35.0% |
| Equity - Exchange | $1,536,047,281 | 19.1% |
| U.S. Government/Agency | $1,375,204,634 | 17.1% |
| Other | $1,310,867,575 | 16.3% |
| Total | $8,042,132,361 | 100.0% |