COPLEY FINANCIAL GROUP, INC.

CRD 283070 · SEC 801-119967

2650 CAMINO DEL RIO NORTH,, SUITE 350, SAN DIEGO, CA, 92108, United States

Phone

619-294-6008

Fax

619-294-6005

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$331.2M

Discretionary AUM

$330.4M

Team

8 total employees; 7 advisory reps

Clients

—

Fees

Percentage of AUM; REFERRAL FEES

Org form

Corporation

Filing date

2026-05-15

Disciplinary history

Yes

Services

Portfolio management (individuals)Selection of other advisers

Type	Clients	AUM
Individuals	2681	$330.4M
High net worth individuals	9	$763K

CA, NY, TX, CT

Official SEC filing: View on IAPD