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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Nevada
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 29, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GRENERT, GEOFFREY, ALLEN | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| GRENERT, GEOFFREY, ALLEN | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| GRENERT, GEOFFREY, ALLEN | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| GRENERT, GEOFFREY, ALLEN | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| GRENERT, GEOFFREY, ALLEN | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| GRENERT, GEOFFREY, ALLEN | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| GRENERT, GEOFFREY, ALLEN | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| GRENERT, GEOFFREY, ALLEN | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| GRENERT, GEOFFREY, ALLEN | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| GRENERT, GEOFFREY, ALLEN | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Sep 29, 2025 REGISTERED
Notice Filings (3)
AZ CA NV
Address
6424 E. GREENWAY PARKWAYSUITE 100
SCOTTSDALE, AZ 85254
United States
Phone: 775-322-4500