Sierra Legacy Group
Firm details
- Headquarters
- Scottsdale, Arizona
- CRD number
- 172113
- Registered since
- September 8, 2021
- Website
- cypressnv.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI97.5%
- Individuals2.5%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Sierra Legacy Group is an independent registered investment adviser formed as an LLC and registered with the SEC in 2021. The firm focuses on serving individual and family clients with financial planning and discretionary portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Sierra Legacy Group does not present itself as a capital allocator or an active ESG investor; it maintains an affiliation with an insurance company for certain business activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities73%
- Public Funds/Mutual Funds25%
- Cash & Cash Equivalents2%
Contacts
3 of 3
Garrett Grenert
Client AdvisorCRD 7013073
Geoffrey Grenert
Managing DirectorCRD 2862874
Matthew Marcewicz
Director of Financial AnalyticsCRD 4438982
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 6Active vs passive
$21.5M in ETFs
100%
$21.5M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-1 YEAR TREASURY BOND ETF (SHV) | BlackRock | Passive | Ultrashort Bond | $17.8M | 161,125 | 82.81% |
Location
Scottsdale, AZ
Maricopa
Location
Scottsdale, AZ
Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 6424 E Greenway Pkwy
- Time zone
- MT (UTC-7)
- Office locations
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