Copley Financial Group, Inc.

Copley Financial Group, Inc. (CRD# 283070) is a financial advisory firm headquartered in San Diego, CA. They manage $55,460,275 in 573 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    55
    MILLION
  • Total Number of Accounts
    573
    ACCOUNTS
  • Average Account Value
    $96,789
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NY, TX

Financial Advisors at Copley Financial Group, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Troy L. Robertson
CRD#: 6831574
2650 Camino Del Rio North,, Suite 350, San Diego, CA 92108
87
Wealthminder
score

Troy Robertson (CRD# 6831574) is an Investment Advisor Representative working at Copley Financial Group, Inc. in San Diego, CA and has 1 year of experience in the finance industry.

2
Douglas Eccles
CRD#: 6050140
2650 Camino Del Rio North,, Suite 350, San Diego, CA 92108
69
Wealthminder
score

Douglas Eccles (CRD# 6050140) is an Investment Advisor Representative working at Copley Financial Group, Inc. in San Diego, CA and has over 5 years of experience in the finance industry.

3
Matthew D. Copley
CRD#: 6247665
2650 Camino Del Rio North,, Suite 350, San Diego, CA 92108
50
Wealthminder
score

Matthew Copley (CRD# 6247665) is an Investment Advisor Representative working at Copley Financial Group, Inc. in San Diego, CA and has over 4 years of experience in the finance industry.

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