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Building 2CYPRESS POINT FINANCIAL ADVISORS, LLC

Map pinLAFAYETTE, CA
Phone925-962-9200
NotebookSEC #801-78703
Total AUM
$22.8M
Employees
1
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1007 OAK HILL RD., SUITE B
LAFAYETTE
CA 94549
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
925-962-9200

ReceiptFinancials

Total AUM
$22.8M
Accounts
52
Discretionary
$22.8M
Accounts
52
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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