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CYPRESS WEALTH SERVICES, LLC

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

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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

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

Firm CRD#:

288992

SEC#:

801-110836

No. of Clients:

1882

Assets under Management

$965,541,741

No. of Advisors:

14

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