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Copley Financial Group, Inc.

● SEC registered since 2020CRD 283070SEC# 801-119967San Diego, CA
Export (members)
Reg. AUM
$272.7M
Employees
8
Accounts
2,963
Location
San Diego, CA

Copley Financial Group, Inc. assets under management

Copley Financial Group, Inc. operates as an SEC-registered investment adviser based in San Diego, CA. The firm has been registered since 2020. It reports $272.7 million in regulatory assets under management and employs 8 people.
twitter.com/copleyfinancialView on SEC.gov ↗

Copley Financial Group, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Matthew David Copley ControlPresident/CcoOver 75%2016

Frequently asked questions

How much does Copley Financial Group, Inc. manage?

Copley Financial Group, Inc. reports $272.7 million in regulatory assets under management on its Form ADV.

How many employees does Copley Financial Group, Inc. have?

Copley Financial Group, Inc. reports 8 employees.

Where is Copley Financial Group, Inc. located?

Copley Financial Group, Inc. is based in San Diego, CA and has been SEC-registered since 2020.

Does Copley Financial Group, Inc. disclose fund performance?

Copley Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2650 Camino del Rio North,, Suite 350, San Diego, CA 92108
Phone619-294-6008
Fax619-294-6005
Office hoursM: 8:30-5, T-Th: 8:30-7
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyYes

Assets under management

Discretionary$271.8M
Non-discretionary$883K
Total (RAUM)$272.7M