Cypress Advisory Group LLC

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Assets, Funds, Holdings

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Cypress Advisory Group LLC
CRD #172113
SEC #801-122455
CIK #
AUM $110.0 MM (2024-01-30)
Employees 7 (43% Investors, 43% Brokers)
Phone775-322-4500
Address6424 E Greenway Parkway
Scottsdale, AZ 85254
Source [IAPD] [Website]
Total AUM ($MM)
13010478522602009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 34 13.6
(b) Individuals (high net worth individuals) 6 96.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 68 110.0
By Discretionary
Discretionary 68 110.0
Non-Discretionary 0 0.0
Total 68 110.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 110.0
Total 68 110.0
Comparable Firms State AUM ($BB)
Step Change Advisors LLC
MO 0.1
Mokan Wealth Management Inc
KS 0.1
Lane Generational LLC
MA 0.1
Integrity RIA LLC
LA 0.1
CB Capital Advisors LLC
NY 0.1
Stephen J Garry & Associates LLC
NY 0.1
Unified Investment Management LLC
GA 0.1
Financial Management Associates LLC
MA 0.1
Strategy Inc
TX 0.1
Springboard Asset Management LLC
CT 0.1
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