SEC Form ADV

COPLEY FINANCIAL GROUP, INC.

Registered Investment AdviserCA
$331.2M
Assets Under Management
8
Employees
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Registration Details

Accession
crd-283070
Location
SAN DIEGO, CA
Filing Date
May 15, 2026
AUM
$331.2M
Employees
8
Amendment
No

Client Types

IndividualsHNW Individuals

About this Adviser

COPLEY FINANCIAL GROUP, INC. is a registered investment adviser headquartered in SAN DIEGO, CA, managing approximately $331.2M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.