CYPRESS POINT FINANCIAL ADVISORS, LLC

LAFAYETTE, California·1 registered advisor·CRD# 169376
SEC# 801-78703925-962-9200
01

Firm Overview

AUM
$23M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Performance-based fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CYPRESS POINT FINANCIAL ADVISORS, LLC

1 registered advisor
David Laurance Herman
LAFAYETTE, California
05

Office Locations

LAFAYETTE, California
1 advisor

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Data sourced from SEC Form ADV filings. CYPRESS POINT FINANCIAL ADVISORS, LLC (CRD# 169376) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.