Cypress Path Capital, LLC
Cypress Path Capital, LLC (CRD# 133975) is a financial advisory firm headquartered in Carmel, CA. They manage $64,954,923 in 131 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management65MILLION
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Total Number of Accounts131ACCOUNTS
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Average Account Value$495,839
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
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.
CA
Financial Advisors at Cypress Path Capital, LLC
1
Howard Given (CRD# 2307489) is an Investment Advisor Representative working at Cypress Path Capital, LLC in Carmel, CA and has over 31 years of experience in the finance industry.
2
Raymond Mayer (CRD# 2346406) is an Investment Advisor Representative working at Cypress Path Capital, LLC in Carmel, CA and has over 30 years of experience in the finance industry.
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