Cypress Wealth Services is an investment advisor in Palm Desert with $506.90 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
822079022
SEC advisor number
801-110836
FINRA CRD number
288992
AUM ?
$821.28 mm
(as of 29 Mar 24)
Accounts
1,605
(as of 29 Mar 24)
Employees
16
(11 investment advisory or research)
Address
Cypress Wealth Services
41990 COOK STREET
SUITE C302
PALM DESERT
CA 92211
41990 COOK STREET
SUITE C302
PALM DESERT
CA 92211
Phone
(760) 834-7250
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Apr 24
13F-HR
Quarterly holdings report by institutional manager
10 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Oct 23
13F-HR
Quarterly holdings report by institutional manager
21 Jul 23
13F-HR
Quarterly holdings report by institutional manager
7 Apr 23
13F-HR
Quarterly holdings report by institutional manager
18 Jan 23
13F-HR
Quarterly holdings report by institutional manager
14 Oct 22
13F-HR
Quarterly holdings report by institutional manager
27 Jul 22
13F-HR
Quarterly holdings report by institutional manager
22 Apr 22
13F-HR
Quarterly holdings report by institutional manager
19 Jan 22