Cypress Capital Wealth Management LLC

Cypress Capital Wealth Management LLC (CRD# 312340) is a financial advisory firm headquartered in Ann Arbor, MI. They manage $149,469,276 in 27 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2800 S State St., Suite 110, Ann Arbor, MI 48104
http://www.cypresscapitalwealth.com
By the Numbers
  • Total Assets Under Management
    149
    MILLION
  • Total Number of Accounts
    27
    ACCOUNTS
  • Average Account Value
    $5,535,899
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Cypress Capital Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
James Housler, financial advisor Ann Arbor MI
James M. Housler
CRD#: 6125474
2800 S State St., Suite 110, Ann Arbor, MI 48104

James Housler (CRD# 6125474) is an Investment Advisor Representative working at Cypress Capital Wealth Management LLC in Ann Arbor, MI and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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