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 organized as an LLC and registered with the SEC in 2021. The firm focuses on advising individual and family clients, offering financial planning and portfolio management services for individuals and small businesses. Its fees are charged as a percentage of assets under management and, where appropriate, via hourly or fixed-fee arrangements. Sierra Legacy Group does not present itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser. The firm lists an Insurance Company as an industry affiliation.
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 3Garrett 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
$27.6M in ETFs
100%
$27.6M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-1 YEAR TREASURY BOND ETF (SHV) | BlackRock | Passive | Ultrashort Bond | $20.1M | 182,409 | 72.84% |
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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