Assets Under Management
$720.1M
Number of Clients
594
Number of Advisors
N/A
Average Client AUM
$1.2M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)
Copperwynd Financial, LLC specializes in asset management and financial planning for individuals and other clients. They tailor investment strategies to client needs, review portfolios at least annually, and offer general investment advice. The firm also provides retirement plan consulting services to employer plan sponsors.
14256 N. Northsight Blvd., Ste B-115, Scottsdale, AZ, 85260