Copperwynd Financial is an investment advisor in Scottsdale with $458.95 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 ?
$458.95 mm
(as of 5 Jun 23)
Accounts
1,930
(as of 5 Jun 23)
Employees
10
(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
Office hours
Monday - Friday, 8 AM TO 5 PM
Phone
(480) 348-2100
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Daughtrey, David, Blane | Managing Member | 03/2007 | 50-75% |
Newton, Erick, Scot | Member & Chief Compliance Officer | 01/2015 | 10-25% |
Eggett, Jacob, O | Member | 01/2019 | 10-25% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
30 Apr 24
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