Garrett
Grenert

Cypress Strategies

CRD#7013073
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Garrett Grenert is a financial advisor based in Scottsdale, Arizona with a total of 3 years of relevant experience. Grenert currently works for Cypress Strategies. Throughout their career, Grenert has worked at M Holdings Securities, Inc, Grenert Financial Group, LLC, Jj'S Pie Company, Student and Cypress Strategies. Grenert has a Series 65 license, qualifying them as an investment advisor representative, and can advise clients in Arizona. Cypress Strategies is a registered investment business that has its headquarters in Scottsdale, AZ. The company has a total of seven employees. It administers $108 million in assets under management between its 79 customer accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 79 client accounts, 60% belong to high-net-worth individuals who have greater than $1 million in assets. The company has a few services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial management vary depending on the type of financial services provided. Fee types billed by Cypress Strategies can consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6424 E. Greenway Parkway Suite 100
Scottsdale, AZ 85254

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Cypress Strategies Brokerage Details

Total Assets Under Management

$107,597,502

AZ Average: $1,555,372,352
Total Number of Employees

7

AZ Average: 37
Total Number of Accounts

79

AZ Average: 1,370
Average Account Size

$1,361,994

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Garrett Grenert Work History

Garrett has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

M Holdings Securities, Inc

2020 - Present (4 years)

Cypress Strategies

2018 - 2020 (2 years)

M Holdings Securities, Inc

2017 - 2020 (3 years)

Grenert Financial Group, LLC

2015 - 2017 (2 years)

Jj'S Pie Company

2002 - 2015 (13 years)

Student

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Garrett Grenert to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cypress Strategies

Garrett Grenert
Scottsdale, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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