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
Copley Investment Management, LLC
By the Numbers
-
Total Assets Under Management200MILLION
-
Total Number of Accounts884ACCOUNTS
-
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
1
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.
2
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.
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