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Building 2COPLEY INVESTMENT MANAGEMENT, LLC

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Phone910-431-6308
NotebookSEC #801-118507
Total AUM
$307.3M
Employees
1
Clients
553

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
GENERALLY 9-2 THEN BY APPOINTMENT
Monday - Friday
Phone
910-431-6308

ReceiptFinancials

Total AUM
$307.3M
Accounts
1,074
Discretionary
$278.2M
Accounts
1,062
Non-Discretionary
$29.1M
Accounts
12

ContactClients

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Individual Clients
466
AUM
$141.7M
HNW Individual Clients
71
AUM
$165.6M
Pension/Profit Sharing Plan Clients
12
AUM
$0
Charitable Organization Clients
4
AUM
$0

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther ServicesPension Consulting
Other Services
BUSINESS VALUATIONS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCTN

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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