Cypress Praxis, LLC

Cypress Praxis, LLC (CRD# 111716) is a financial advisory firm headquartered in Mill Valley, CA. They manage $60,588,176 in 149 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    61
    MILLION
  • Total Number of Accounts
    149
    ACCOUNTS
  • Average Account Value
    $406,632
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, NY

Financial Advisors at Cypress Praxis, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Monib Khademi
CRD#: 2258059
San Rafael, CA
90
Wealthminder
score

Monib Khademi (CRD# 2258059) is an Investment Advisor Representative working at Cypress Praxis, LLC in San Rafael, CA and has over 5 years of experience in the finance industry.

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