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President · Cypress Asset Management Inc

William Garwood

CRD 2176730 · Named on Form ADV at one SEC-registered adviser

At a glance

Cypress Asset Management Inc, an SEC-registered wealth manager based in Houston, TX with $456 million in regulatory assets, lists William Garwood on its Form ADV as President, a control person.

Firms and roles

AtlasMembers

William’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Frank P. LeeChief Operating Officer, Cypress Asset Management Inc
  • Jeff MelloyChief Compliance Officer, Cypress Asset Management Inc

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For William’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.