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Building 2COPLEY FINANCIAL GROUP, INC.

Map pinSAN DIEGO, CA
Phone619-294-6008
NotebookSEC #801-119967
Total AUM
$331.2M
Employees
8
Clients
2,690

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2650 CAMINO DEL RIO NORTH,
SUITE 350
SAN DIEGO
CA 92108
United States
Operating Hours
M: 8:30-5, T-TH: 8:30-7
M-TH
Phone
619-294-6008
Other Offices
1

ReceiptFinancials

Total AUM
$331.2M
Accounts
2,690
Discretionary
$330.4M
Accounts
2,677
Non-Discretionary
$763.1K
Accounts
13

ContactClients

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Individual Clients
2,681
AUM
$330.4M
HNW Individual Clients
9
AUM
$763.1K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator False Statement/Dishonesty
State Registrations
CACTNYTX

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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