Skip to main content

CYPRESS ADVISORY GROUP, LLC

Doing business as SIERRA LEGACY GROUP. SEC Form ADV profile.

Total regulatory AUM
$152,721,993
Discretionary
$152,721,993
Non-discretionary
$0

Firm details

CRD number
172113
SEC file number
801-122455
Main office
SCOTTSDALE, AZ, United States
Employees
7
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.