RIA Intel›Advisers›CYPRESS ASSET MANAGEMENT, INC.

CYPRESS ASSET MANAGEMENT, INC.

Advisory

N·

Data as of Feb 26, 2026 · Source: SEC Form ADV

Total AUM
$153M
1-Year AUM Growth
—
3-Year CAGR
+7.2%
Employees
2
Assets Under Management
Total AUM$153M
Discretionary AUM$153M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients81
Team
Total Employees2
Investment Advisers4
Employee Growth (1Y)—
Filing History
Total Filings on Record10
First FilingMar 10, 2008
Latest FilingFeb 26, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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