Overview
Assets Under Management: $273 million
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 40
Average Client Assets: $1 million
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 40
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 21.24
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 2,963
Discretionary Accounts: 2,944
Non-Discretionary Accounts: 19
Regulatory Filings
CRD Number: 283070
Filing ID: 1989106
Last Filing Date: 2025-07-21 09:13:00
Website: https://copleyfg.com