Copley Financial Group, Inc.
Copley Financial Group, Inc. (CRD# 283070) is a financial advisory firm headquartered in San Diego, CA. They manage $261,865,576 in 4,565 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management262MILLION
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Total Number of Accounts4,565ACCOUNTS
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Average Account Value$57,364
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, NY, TX
Matthew Copley (CRD# 6247665) is an Investment Advisor Representative working at Copley Financial Group, Inc. in San Diego, CA and has over 10 years of experience in the finance industry.
Philip Denstad (CRD# 7112320) 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.
David Magee (CRD# 1259742) is an Investment Advisor Representative working at Copley Financial Group, Inc. in San Diego, CA and has over 31 years of experience in the finance industry.
Troy Robertson (CRD# 6831574) is an Investment Advisor Representative working at Copley Financial Group, Inc. in San Diego, CA and has over 6 years of experience in the finance industry.
Kent Hulse (CRD# 7478037) 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.
Matthew Klein (CRD# 6071470) 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.