CYPRESS WEALTH SERVICES, LLC - Financial Advisor in California, Palm Desert

Tel: (760) 834-7250 74150 Country Club Drive Palm Desert, California 92260

About CYPRESS WEALTH SERVICES, LLC

CYPRESS WEALTH SERVICES, LLC is a Palm Desert, California based financial advisory firm with nearly $965,541,741 in assets under management and provides investment advisory services for 1882 clients. There are currently 14 financial advisors at the firm.

General Information

Firm CRD#:

288992

Firm SEC#:

801-110836

Assets Under Management:

$965,541,741

No. of Clients:

1882

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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