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SIERRA LEGACY GROUP

CYPRESS ADVISORY GROUP, LLC

CRD 172113 · SEC 801-122455

Visit website

6424 E. GREENWAY PARKWAY, SUITE 100, SCOTTSDALE, AZ, 85254, United States

Phone

775-322-4500

Fax

775-322-5169

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$152.7M

Discretionary AUM

$152.7M

Team

7 total employees; 2 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-22

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals10$3.8M
High net worth individuals14$148.9M

States served

AZ, CA, NV

All web addresses on file

Official SEC filing: View on IAPD