Cypress Lane Advisors
Cypress Lane Advisors (CRD# 325688) is a financial advisory firm headquartered in , . They manage $4,899,470 in 9 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Cypress Lane Advisors
By the Numbers
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Total Assets Under Management5MILLION
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Total Number of Accounts9ACCOUNTS
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Average Account Value$544,386
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Cypress Lane Advisors
1
Alfredo Felicella (CRD# 5080664) is an Investment Advisor Representative working at Cypress Lane Advisors in Galveston, TX and has over 18 years of experience in the finance industry.
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