CYPRESS ADVISORY GROUP, LLC
Legal name: SIERRA LEGACY GROUP
CRD #172113 SEC #801-122455 SCOTTSDALE, AZ 775-322-4500
SEC Registered
Total AUM
$123.3M
Discretionary
$123.3M
Employees
8
Clients
1
Accounts
78
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $123.3M | $123.3M | $0 | 8 | 0 |
| May 2025 | $123.3M | $123.3M | $0 | 8 | 0 |
| May 2025 | $123.3M | $123.3M | $0 | 8 | 0 |
| Feb 2025 | $123.3M | $123.3M | $0 | 8 | 0 |
| Jan 2024 | $110M | $110M | $0 | 7 | 0 |
| Feb 2023 | $107.6M | $107.6M | $4.3K | 7 | 0 |
| Aug 2022 | $126.9M | $126.9M | $0 | 7 | 0 |
| Feb 2022 | $126.9M | $126.9M | $0 | 7 | 0 |
| Feb 2022 | $126.9M | $126.9M | $0 | 7 | 0 |
| Sep 2021 | $114.8M | $114.7M | $10.2K | 6 | 1 |
DateSep 2025
Total AUM$123.3M
Discretionary$123.3M
Non-Disc.$0
Employees8
Clients0
DateMay 2025
Total AUM$123.3M
Discretionary$123.3M
Non-Disc.$0
Employees8
Clients0
DateMay 2025
Total AUM$123.3M
Discretionary$123.3M
Non-Disc.$0
Employees8
Clients0
DateFeb 2025
Total AUM$123.3M
Discretionary$123.3M
Non-Disc.$0
Employees8
Clients0
DateJan 2024
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees7
Clients0
DateFeb 2023
Total AUM$107.6M
Discretionary$107.6M
Non-Disc.$4.3K
Employees7
Clients0
DateAug 2022
Total AUM$126.9M
Discretionary$126.9M
Non-Disc.$0
Employees7
Clients0
DateFeb 2022
Total AUM$126.9M
Discretionary$126.9M
Non-Disc.$0
Employees7
Clients0
DateFeb 2022
Total AUM$126.9M
Discretionary$126.9M
Non-Disc.$0
Employees7
Clients0
DateSep 2021
Total AUM$114.8M
Discretionary$114.7M
Non-Disc.$10.2K
Employees6
Clients1