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COPPERWYND FINANCIAL, LLC
COPPERWYND FINANCIAL, LLC
COPPERWYND FINANCIAL
SCOTTSDALE, Arizona
·
4 registered advisors
·
CRD# 143442
SEC# 801-67763
1
480-348-2100
01
Firm Overview
AUM
$531M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at COPPERWYND FINANCIAL, LLC
4 registered advisors
David Blane Daughtrey
SCOTTSDALE, Arizona
CRD# 2043611
Erick Scot Newton
SCOTTSDALE, Arizona
CRD# 2318675
Jacob O Eggett
SCOTTSDALE, Arizona
CRD# 5066522
Lynda Krantz Elley
SCOTTSDALE, Arizona
CRD# 4735649
05
Office Locations
SCOTTSDALE, Arizona
4 advisors
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Data sourced from SEC Form ADV filings. COPPERWYND FINANCIAL, LLC (CRD# 143442) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.