Overview
Assets Under Management: $720 million
Headquarters: SCOTTSDALE, AZ
High-Net-Worth Clients: 199
Average Client Assets: $3 million
Frequently Asked Questions
COPPERWYND FINANCIAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #143442), COPPERWYND FINANCIAL, LLC is subject to fiduciary duty under federal law.
COPPERWYND FINANCIAL, LLC is headquartered in SCOTTSDALE, AZ.
COPPERWYND FINANCIAL, LLC serves 199 high-net-worth clients according to their SEC filing dated March 07, 2025. View client details ↓
According to their SEC Form ADV, COPPERWYND FINANCIAL, LLC offers portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and educational seminars and workshops. View all service details ↓
COPPERWYND FINANCIAL, LLC manages $720 million in client assets according to their SEC filing dated March 07, 2025.
According to their SEC Form ADV, COPPERWYND FINANCIAL, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 199
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.62
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,150
Discretionary Accounts: 2,150
Regulatory Filings
CRD Number: 143442
Filing ID: 1950147
Last Filing Date: 2025-03-07 16:30:00
Website: https://copperwyndfinancial.com