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Cypress Advisory Group, LLC

● SEC registered since 2021CRD 172113SEC# 801-122455Scottsdale, AZ
Export (members)
Reg. AUM
$123.3M
Employees
8
Accounts
78
Location
Scottsdale, AZ

Cypress Advisory Group, LLC assets under management

Cypress Advisory Group, LLC is an investment advisory firm registered with the SEC based in Scottsdale, AZ. The firm has been registered since 2021. It reports $123.3 million in regulatory assets under management and employs 8 people.
www.cypressnv.comView on SEC.gov ↗

Cypress Advisory Group, LLC owners & executives

1 reported
NameTitleOwnershipSince
Geoffrey Allen Grenert ControlChief Compliance Officer And Managing MemberOver 75%2014

Frequently asked questions

How much does Cypress Advisory Group, LLC manage?

Cypress Advisory Group, LLC reports $123.3 million in regulatory assets under management on its Form ADV.

How many employees does Cypress Advisory Group, LLC have?

Cypress Advisory Group, LLC reports 8 employees.

Where is Cypress Advisory Group, LLC located?

Cypress Advisory Group, LLC is based in Scottsdale, AZ and has been SEC-registered since 2021.

Does Cypress Advisory Group, LLC disclose fund performance?

Cypress Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6424 E. Greenway Parkway, Suite 100, Scottsdale, AZ 85254
Phone775-322-4500
Fax775-322-5169
Office hoursBy Appointment Only
SEC regionLos Angeles Regional Office (LARO)
CIK205676
Discloses disciplinary historyNo

Assets under management

Discretionary$123.3M
Non-discretionary$0
Total (RAUM)$123.3M