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Cypress Praxis, LLC (Mill Valley)


Cypress Praxis, LLC is an adviser based in Mill Valley. It manages $45.95 million of regulatory assets for 156 client accounts. It has been registered with the SEC as an adviser since 2007.

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Cypress Praxis provides portfolio management for individuals and small businesses and financial coaching and consulting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cypress Praxis: assets under management

The assets under management (AUM) of Cypress Praxis, LLC is $45.95 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 31% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $45.95 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $294.53 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cypress Praxis, LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Mill Valley

The principal office where Cypress Praxis, LLC performs its advisory services is located at 265 Princeton Ave, Mill Valley, CA 94941 The mailing address of the firm is P.O. Box 968, Mill Valley, CA 94942. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-888-3300 or by fax 415-888-3301. The normal business hours are 10 am to 2 pm, and meetings by appointment only. on Monday - Friday. You can find more information about the New York firm at www.cypressassetmanagement.com.


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