CYPRESS POINT FINANCIAL ADVISORS, LLC
CRD #169376 SEC #801-78703 LAFAYETTE, CA 925-962-9200
SEC Registered
Total AUM
$22.8M
Discretionary
$22.8M
Employees
1
Clients
0
Accounts
52
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2014 | $22.8M | $22.8M | $0 | 1 | 0 |
| Mar 2014 | $22.8M | $22.8M | $0 | 1 | 0 |
| Mar 2014 | $22.8M | $22.8M | $0 | 1 | 0 |
| Feb 2014 | $22.8M | $22.8M | $0 | 1 | 0 |
| Nov 2013 | $0 | $0 | $0 | 1 | 0 |
| Nov 2013 | $0 | $0 | $0 | 1 | 0 |
| Nov 2013 | $0 | $0 | $0 | 1 | 0 |
| Oct 2013 | $0 | $0 | $0 | 1 | 0 |
DateMar 2014
Total AUM$22.8M
Discretionary$22.8M
Non-Disc.$0
Employees1
Clients0
DateMar 2014
Total AUM$22.8M
Discretionary$22.8M
Non-Disc.$0
Employees1
Clients0
DateMar 2014
Total AUM$22.8M
Discretionary$22.8M
Non-Disc.$0
Employees1
Clients0
DateFeb 2014
Total AUM$22.8M
Discretionary$22.8M
Non-Disc.$0
Employees1
Clients0
DateNov 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0