Copperwynd Financial, LLC

Scottsdale, AZ

Utah

Registered In

03/16/2017

Incorp. Date

Foreign

Registration Type

Arizona

Foreign Jurisdiction

Company Summary

Copperwynd Financial, LLC at 14256 N NORTHSIGHT BLVD STE B 115, Scottsdale, AZ 85260 lists Jacob Orson Eggett of Jordan, UT.

Overview

Registered In

Utah

Incorporation Date

03/16/2017

Company Type

Llc - Foreign

Status

Active - Current

Registration Type

Foreign

Foreign Jurisdiction

Arizona

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People

Jacob Orson Eggett Registered Agent

11667 S MISTY CREEK PL S, JORDAN, UT 84095

Map & Locations

14256 N NORTHSIGHT BLVD STE B 115, Scottsdale, AZ 85260 View Map

Financials

Financial Information for Copperwynd Financial, LLC

Form 5500

COPPERWYND FINANCIAL, L.L.C.

14256 N. Northsight Blvd STE B115, Scottsdale, Az 85260 (480) 348-2100 EIN:26-0511764 Plan Admin:Erick Newton

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameCOPPERWYND FINANCIAL, L.L.C. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$2,783,860 / $2,675,763	2022	COPPERWYND FINANCIAL, L.L.C. 401(K) PROFIT SHARING PLAN - Plan #001	8 / 9	$2,783,860 / $2,675,763
2021	Plan NameCOPPERWYND ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$2,246,933 / $2,783,860	2021	COPPERWYND ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	8 / 8	$2,246,933 / $2,783,860
2020	Plan NameCOPPERWYND ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$1,719,471 / $2,246,933	2020	COPPERWYND ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	8 / 8	$1,719,471 / $2,246,933
2019	Plan NameCOPPERWYND ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$1,289,031 / $1,719,471	2019	COPPERWYND ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	7 / 7	$1,289,031 / $1,719,471

Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

• Utah Division of Corporations and Commercial Code • U.S. Department of Labor