This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Empower
- Clients
- Retail and Institutional
- Platforms
- Unison
- Established Date
- 08-04-2011
- Office Locations
- 1
Office Locations
About Cypress Praxis, LLC
Cypress Praxis, LLC is a boutique San Rafael, CA registered investment adviser that partners long-term with a select set of clients, including entrepreneurs, providing personalized financial and investment coaching. The firm manages portfolios with an asset-allocation and risk-management focus, using public funds and ETFs alongside fixed income and alternative exposures as appropriate, and supports planning needs such as estate and business succession. Schwab is a key custodian.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MONIB KHADEMI
Chief Compliance Officer, Founder, Managing Member
- CRD
- #2258059
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $94,453,939 | $286,105 |
| Non-Discretionary | $0 | -- |
| Total | $94,453,939 | $286,105 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $94,453,939
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $125,681,039 | 18.5% |
| Equity - Exchange | $116,849,399 | 17.2% |
| Cash | $103,941,616 | 15.3% |
| U.S. Government/Agency | $146,061,748 | 21.5% |
| Equity - OTC | $146,061,748 | 21.5% |
| Municipal Bonds | $40,761,419 | 6.0% |
| Total | $679,356,969 | 100.0% |