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Cypress Capital Management, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Assets

Assets

Last updated on June 12, 2019
    • $948.8M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 635
      Accounts
    • $1.5M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

6

name start date
Jeanette Ellen Stewart
November 2003
Jeffrey Philip Mccabe
August 2003
Kelly Ann Wellborn
May 2001
Seth Christopher Dadds
July 2015
Raymond Joseph Mccaffrey
July 2015

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Christiana Trust -- --
    Christiana Trust Company of Delaware -- --
    Powdermill Financial Solutions, LLC -- --
    West Capital Management -- --
    Wsfs Bank -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Salvatore Rocco Faia Chief Compliance Officer August, 2011 less than 5%
      Rodger Levenson Cypress Capital Management-Board Member March, 2016 less than 5%
      Kelly Ann Wellborn President And Board Member September, 2004 less than 5%
      Raymond Joseph Mccaffrey Chief Investment Officer And Board Member March, 2016 less than 5%
      Arthur John Bacci Cypress Capital Management-Board Member August, 2018 less than 5%
      Stephen Petrucci Cypress Capital Management-Board Member September, 2019 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees