Overview
Assets Under Management: $720 million
Headquarters: SCOTTSDALE, AZ
High-Net-Worth Clients: 5
Average Client Assets: $32 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 22.38
Average High-Net-Worth Client Assets: $32 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