$455.8M Total AUM
$455.8M Disc. AUM
15.2% 3Y CAGR
5 Employees
174 ADV. Clients
30 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Bofa Securities · Charles Schwab & Company · Northern Trust
- Clients
- Retail and Institutional
- Platforms
- FusionOak
- Established Date
- 04-10-1996
- Office Locations
- 2
Office Locations
4545 Post OAK Place Drive Suite 205 Houston TX
4550 Post OAK Place Drive Suite 317 Houston TX
About Cypress Asset Management INC
Cypress Asset Management INC is a Houston-based RIA with 2 offices. The firm has been operating for 30 years. Managing $455.8M in total assets under management, with 3 advisory representatives. They custody assets with Bofa Securities and Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
40 AVG AGE
$151.9M AVG AUM / ADVISOR
$2.6M AVG AUM / CLIENT
13.7 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
30yrs Firm Age
Insights
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Asset Classes
Quantum Catalyst Optima Glacier
Custodian
Oak Meridian Delta beacon
Investment Themes
Catalyst
Investment Vehicles
Insight unison
Services
Insight bridge Meridian unison Optima value Crest Horizon
Technology
Eagle Legacy harbor
Owner & Executives
W
WILLIAM GARWOOD Jr.
Founder, President
- CRD
- #2176730
- Ownership
- 50% but less than 75%
(576) 648-4807
alpha.north@oakcapital.com
in linkedin.com/in/legacy-glacier
F
FRANK P. LEE
CHIEF OPERATING OFFICER, Principal
- CRD
- #2176742
- Ownership
- 50% but less than 75%
(463) 379-3988
summit.optima@quantumcapital.com
in linkedin.com/in/horizon-prime
C
Capital alpha
Crest pathway
- CRD
- #74112
- Ownership
- 49.1%
(388) 969-8351
north.foundation@timbercapital.com
in linkedin.com/in/north-wave
Showing 2 of 3 owners & executives
Unlock allContacts
W
WILLIAM LOCKHART GARWOOD III
--
- CRD
- #6120706
(744) 230-8805
north.fusion@capitalcapital.com
in linkedin.com/in/timber-unison
Showing 1 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $455,795,968 | $5,239,034 |
| Non-Discretionary | $0 | -- |
| Total | $455,795,968 | $5,239,034 |
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Separately Managed Accounts
Total SMA Asset: $455,795,968
Equity - Exchange:
59.6% Cash:
40.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $358,705,756 | 59.6% |
| Cash | $243,149,540 | 40.4% |
| Total | $601,855,296 | 100.0% |