Copley Investment Management, LLC

Copley Investment Management, LLC (CRD# 118014) is a financial advisory firm headquartered in Wilmington, NC. They manage $78,822,268 in 290 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    79
    MILLION
  • Total Number of Accounts
    290
    ACCOUNTS
  • Average Account Value
    $271,801
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
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.

NC, TN

Financial Advisors at Copley Investment Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Ronald E. Copley
CRD#: 4559087
5025 B Wrightsville Ave, Wilmington, NC 28403
90
Wealthminder
score

Ronald Copley (CRD# 4559087) is an Investment Advisor Representative working at Copley Investment Management, LLC in Wilmington, NC and has 1 year of experience in the finance industry.

2
Justin C. Burgess
CRD#: 6260117
Wilmington, NC
89
Wealthminder
score

Justin Burgess (CRD# 6260117) is an Investment Advisor Representative working at Copley Investment Management, LLC in Wilmington, NC and has over 2 years of experience in the finance industry.

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