Copperwynd Financial is an investment advisor in Scottsdale with $509.94 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
260511764
SEC advisor number
801-67763
FINRA CRD number
143442
AUM ?
$530.55 mm
(as of 13 Mar 24)
Accounts
1,938
(as of 13 Mar 24)
Employees
9
(5 investment advisory or research)
Address
Copperwynd Financial
14256 N. NORTHSIGHT BLVD., SUITE B-115
SCOTTSDALE
AZ 85260
14256 N. NORTHSIGHT BLVD., SUITE B-115
SCOTTSDALE
AZ 85260
Phone
(480) 348-2100
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
7 Nov 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR
Quarterly holdings report by institutional manager
28 Apr 23
13F-HR
Quarterly holdings report by institutional manager
2 Feb 23
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR
Quarterly holdings report by institutional manager
5 Aug 22
13F-HR
Quarterly holdings report by institutional manager
21 Apr 22
13F-HR
Quarterly holdings report by institutional manager
4 Feb 22
13F-HR
Quarterly holdings report by institutional manager
3 Nov 21