C
$6.1M Total AUM
$6.1M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · JP Morgan
- Clients
- Retail
- Platforms
- Vertex peak
- Established Date
- 05-17-2023
- Office Locations
- 1
Office Locations
-- Galveston TX
About Cypress Lane Advisors
Cypress Lane Advisors, LLC is an investment and business advisory firm offering investment management, financial and retirement planning, and business/management consulting. The team cites decades of experience in investment and business management and emphasizes a customized approach to protecting and growing client wealth. SEC-registered investment adviser (CRD 325688).
Team overview
-- AVG AGE
$6.1M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
3.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Optima Bridge fusion North Summit
Client Personas
Pathway unison Insight
Custodian
Fusion radial
Investment Themes
Delta insight Alpha value Unison atlas Bridge Focus ridge
Investment Vehicles
Bridge legacy
Services
Delta Frontier Unison Fusion vector Value horizon North
Technology
Catalyst
Owner & Executives
A
ALFREDO MADDEN FELICELLA
PRINCIPAL
- CRD
- #5080664
- Ownership
- 75% or more
(597) 896-4494
vital.ember@vertexcapital.com
in linkedin.com/in/unison-pathway
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,053,828 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,053,828 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,053,828
Cash:
57.2% Equity - Exchange:
42.8% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $1,671,716,049 | 57.2% |
| Equity - Exchange | $1,250,864,456 | 42.8% |
| Total | $2,922,580,505 | 100.0% |