Matthew
Copley
Copley Financial Group, Inc
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About this Advisor
Matthew Copley is a financial advisor working in San Diego, California, with a total of 7 years of industry experience. Copley is on the advisory team at Copley Financial Group, Inc. Throughout their career, they have worked at High Tech Lending, Heritage Tax & Insurance Services, Gradient Advisors, LLC, Copley Financial Group, Inc, Copley Financial Group Dba Copley Insurance Services, Copley Enterprises Dba M&M Quality Vehicles and Emerson Equity LLC. Copley maintains Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in California, New York and Texas. Copley Financial Group, Inc is a firm operating out of San Diego, CA. The investment advisory business has a total of seven employees. It manages $233 million in assets across its 4,308 customer accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 4,308 accounts, just 1% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm provides a set of services, including portfolio management for individuals and small businesses and selection of other advisers. Financial management fees typically depend on which services the firm provides the client. Fee types billed by Copley Financial Group, Inc may include asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Copley Financial Group, Inc Brokerage Details
$232,550,387
7
4,308
$53,981
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Matthew Copley Work History
Matthew has been registered as a financial advisor for 7 years.*
Emerson Equity LLC
Copley Financial Group, Inc
Copley Enterprises Dba M&M Quality Vehicles
High Tech Lending
Heritage Tax & Insurance Services
Copley Financial Group Dba Copley Insurance Services
Gradient Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Copley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Copley Financial Group, Inc
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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