COPLEY FINANCIAL GROUP, INC.
  • COPLEY FINANCIAL GROUP, INC.
  • CHERRY CREEK MORTGAGE
  • HERITAGE TAX & INSURANCE SERVICES
  • COPLEY WEALTH MANAGEMENT.

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Adviser Profile

As of Date 07/13/2026
Registration SEC, Approved, 12/14/2020
Other registrations (3)
ADV Location SAN DIEGO, CA, United States
Contact Info 619 xxxxxxx
Websites
AUM* 331,175,167 21%
of that, discretionary 330,412,093 22%
Number of Employees 8 14%
of those in investment advisory functions 7
Private Fund GAV* 0
Avg Account Size 123,113 34%
% High Net Worth 0.33% -87%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

330M 283M 236M 189M 142M 94M 47M
2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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