Matthew
Klein
Copley Financial Group, Inc
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About this Advisor
Matthew Klein is a financial advisor working out of San Diego, California, with a total of 2 years of relevant experience. Klein works at Copley Financial Group, Inc. Klein has gained experience at Quasar Trading, LLC, Copey Financial Group, Inc, Universal Consulting Group, Hightechlending, Inc, The Money Store and Citi Habitats. Klein is registered to advise clients in New York. Copley Financial Group, Inc is an advisory firm based in San Diego, CA. It has a total of seven employees. It manages $233 million in assets under management between its 4,308 accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 4,308 accounts, just 1% belong to high-net-worth investors who have more than $1 million in assets available to invest. Copley Financial Group, Inc offers a set of services, such as portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically depend on which service is provided. Fees billed by Copley Financial Group, Inc may include some combination of asset-based and other fees.
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 Klein Work History
Matthew has been registered as a financial advisor for 2 years.*
Copey Financial Group, Inc
Universal Consulting Group
Hightechlending, Inc
The Money Store
Citi Habitats
Quasar Trading, 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 Klein 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
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