Cypress Advisory Group, LLC
● SEC registered since 2021CRD 172113SEC# 801-122455Scottsdale, AZ
Reg. AUM
$152.7M
Employees
7
Accounts
86
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 $152.7 million in regulatory assets under management and employs 7 people.
Cypress Advisory Group, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Geoffrey Allen Grenert Control | Chief Compliance Officer And Managing Member | Over 75% | 2014 |
Frequently asked questions
How much does Cypress Advisory Group, LLC manage?
Cypress Advisory Group, LLC reports $152.7 million in regulatory assets under management on its Form ADV.
How many employees does Cypress Advisory Group, LLC have?
Cypress Advisory Group, LLC reports 7 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
| Address | 6424 E. Greenway Parkway, Suite 100, Scottsdale, AZ 85254 |
| Phone | 775-322-4500 |
| Fax | 775-322-5169 |
| Office hours | By Appointment Only |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 205676 |
| Discloses disciplinary history | No |
Regulatory AUM
$152.7M▲ 24%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$152.7Mregulatory AUM
Discretionary $152.7M