COPPERWYND FINANCIAL, LLC of SCOTTSDALE, AZ is an SEC-registered investment adviser (CRD 143442). Regulatory assets under management: $720.1M.
Compensation: % of AUM.
Clients served: High net worth, Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| Meyer Alan | MANAGING MEMBER | West Bloomfield, MI |
| David Blane Daughtrey | MANAGING MEMBER | — |
| Erick Scot Newton | MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Jacob O Eggett | MEMBER | — |
| DAUGHTREY DAVID BLANE | MANAGING MEMBER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| ELLEY LYNDA KRANTZ | MANAGING MEMBER | — |
| NEWTON ERICK SCOT | CHIEF COMPLIANCE OFFICER; MEMBER & CHIEF COMPLIANCE OFFICER | — |
| EGGETT JACOB O | MEMBER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| SOUTH JORDAN | UT | 2 | (480) 348-2100 |
| SOUTH JORDAN | UT | 2 | (480) 348-2100 |