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
P.o. Box P, San Rafael, CA 94913
http://www.cypresspraxisllc.com
By the Numbers
  • Total Assets Under Management
    93
    MILLION
  • Total Number of Accounts
    139
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, FL, NY, TX

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

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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