Cypress Praxis, LLC
Cypress Praxis, LLC (CRD# 111716) is a financial advisory firm headquartered in San Rafael, CA. They manage $93,322,508 in 139 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management93MILLION
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Total Number of Accounts139ACCOUNTS
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Average Account Value$671,385
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, NY, TX
Financial Advisors at Cypress Praxis, LLC
1
Monib Khademi (CRD# 2258059) is an Investment Advisor Representative working at Cypress Praxis, LLC in San Rafael, CA and has over 12 years of experience in the finance industry.
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