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).

By the Numbers
  • Total Assets Under Management
    65
    MILLION
  • Total Number of Accounts
    131
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Cypress Path Capital, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Howard C. Given
CRD#: 2307489
200 Clocktower Place, Ste. E208, Carmel, CA 93923

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 E. Mayer
CRD#: 2346406
200 Clocktower Place, Suite E-208, Carmel, CA 93923

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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