COPLEY FINANCIAL GROUP, INC.
SEC Form ADV profile.
Total regulatory AUM
$331,175,167
Discretionary
$330,412,093
Non-discretionary
$763,074
Firm details
- CRD number
- 283070
- SEC file number
- 801-119967
- Main office
- SAN DIEGO, CA, United States
- Employees
- 8
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Other
As of October 2026.