SEC CRD #801-119967
Copley Financial Group, Inc. is a fee-based wealth management and financial planning firm providing retirement planning, investment management, and wealth management services to individual clients. With $260M in assets under management, the firm focuses on helping clients achieve financial security through fiduciary advice.
MATTHEW COPLEY
CCO
📞 (619) 294-6008
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AUM
$319M
Check Size
$260M–$260M
Location
SAN DIEGO, CA
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