Overview
Assets Under Management: $250 million
High-Net-Worth Clients: 58
Average Client Assets: $2 million
Frequently Asked Questions
COPLEY INVESTMENT MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #118014), COPLEY INVESTMENT MANAGEMENT, LLC is subject to fiduciary duty under federal law.
COPLEY INVESTMENT MANAGEMENT, LLC serves 58 high-net-worth clients according to their SEC filing dated February 14, 2025. View client details ↓
According to their SEC Form ADV, COPLEY INVESTMENT MANAGEMENT, LLC offers portfolio management for individuals and pension consulting services. View all service details ↓
COPLEY INVESTMENT MANAGEMENT, LLC manages $250 million in client assets according to their SEC filing dated February 14, 2025.
According to their SEC Form ADV, COPLEY INVESTMENT MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.29
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 497
Discretionary Accounts: 487
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 118014
Last Filing Date: 2025-02-14 00:00:00
Website: https://gmail.com