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Building 2COPPERWYND FINANCIAL

Map pinSCOTTSDALE, AZ
Phone480-348-2100
NotebookSEC #801-67763
Total AUM
$720.1M
Employees
11
Clients
594

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
14256 N. NORTHSIGHT BLVD.
STE B-115
SCOTTSDALE
AZ 85260
United States
Operating Hours
8 AM TO 5 PM
Monday - Friday
Phone
480-348-2100
Other Offices
1

ReceiptFinancials

Total AUM
$720.1M
Accounts
2,150
Discretionary
$720.1M
Accounts
2,150
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
395
AUM
$161.2M
HNW Individual Clients
199
AUM
$558.9M

Briefcase businessServices

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Services Offered
EducationIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCACOFLIDMIMTNCNHNMNVNYPASDTXUTWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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