Cypress Strategies

Cypress Strategies (CRD# 172113) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $110,027,593 in 68 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
6424 E. Greenway Parkway, Suite 100, Scottsdale, AZ 85254
http://www.cypressnv.com
By the Numbers
  • Total Assets Under Management
    110
    MILLION
  • Total Number of Accounts
    68
    ACCOUNTS
  • Average Account Value
    $1,618,053
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, NV

Financial Advisors at Cypress Strategies
Showing 1 - 2 of 2 top financial advisors.
1
Matthew Marcewicz, financial advisor Reno NV
Matthew J. Marcewicz
CRD#: 4438982
8600 Technology Way, Suite 112, Reno, NV 89521

Matthew Marcewicz (CRD# 4438982) is an Investment Advisor Representative working at Cypress Strategies in Reno, NV and has over 22 years of experience in the finance industry.

2
Garrett Grenert, financial advisor Scottsdale AZ
Garrett F. Grenert
CRD#: 7013073
6424 E. Greenway Parkway, Suite 100, Scottsdale, AZ 85254

Garrett Grenert (CRD# 7013073) is an Investment Advisor Representative working at Cypress Strategies in Scottsdale, AZ and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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