SIERRA LEGACY GROUP
  • SIERRA LEGACY GROUP
  • CYPRESS ADVISORY GROUP, LLC
  • CYPRESS STRATEGIES

Adviser Profile

As of Date 01/22/2026
Registration SEC, Approved, 09/08/2021
Other registrations (3)
ADV Location SCOTTSDALE, AZ, United States
Contact Info 775 xxxxxxx
Websites
AUM* 152,721,993 24%
of that, discretionary 152,721,993 24%
Number of Employees 7 -13%
of those in investment advisory functions 2 -33%
Private Fund GAV* 0
Avg Account Size 1,775,837 12%
% High Net Worth 58.33% 221%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

153M 131M 109M 87M 65M 44M 22M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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