Cypress Point Financial Advisors, LLC
Cypress Point Financial Advisors, LLC (CRD# 169376) is a financial advisory firm headquartered in Lafayette, CA. They manage $21,000,000 in 60 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management21MILLION
Total Number of Accounts60ACCOUNTS
Average Account Value$350,000
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
David Herman (CRD# 2542793) is an Investment Advisor Representative working at Cypress Point Financial Advisors, LLC in Lafayette, CA and has over 23 years of experience in the finance industry.