Copley Investment Management, LLC

Copley Investment Management, LLC (CRD# 118014) is a financial advisory firm headquartered in , . They manage $200,362,760 in 884 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details

http://www.copleyinvestmentmanagement.com

By the Numbers

Total Assets Under Management

200

MILLION
Total Number of Accounts

884

ACCOUNTS
Average Account Value

$226,655

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
Other

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

FL, NC, TN

Financial Advisors at Copley Investment Management, LLC

Showing 1 - 2 of 2 top financial advisors.

Justin C. Burgess

CRD#: 6260117

Wilmington, NC

Justin Burgess (CRD# 6260117) is an Investment Advisor Representative working at Copley Investment Management, LLC in Wilmington, NC and has over 10 years of experience in the finance industry.

Ronald E. Copley

CRD#: 4559087

Wilmington, NC

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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