Copley Financial Group, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

283070

SEC number

801-119967

Firm type

RIA

Assets under management

$331.2M as of May 15, 2026

Website

twitter.com/COPLEYFINANCIAL ↗

Phone

619-294-6008

Address

2650 Camino Del Rio North,, San Diego, CA, 92108

Advisors at this firm

10 in our index · page 1 of 1

• Alan Thomas BunceCRD 2986040 · San Diego, CA
  IA RegisteredBroker
• Matthew David CopleyCRD 6247665 · San Diego, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Philip John DenstadCRD 7112320 · San Diego, CA
  IA RegisteredBroker
• Kent Allen HulseCRD 7478037 · San Diego, CA
  IA RegisteredBroker
• Matthew D KleinCRD 6071470 · Uniondale, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• David Carl MageeCRD 1259742 · San Diego, CA
  IA RegisteredBroker
• Troy Lee RobertsonCRD 6831574 · San Diego, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Jessica Renee RothCRD 7562200 · San Diego, CA
  IA Registered
• Scott ZardenettaCRD 7343599 · San Diego, CA
  IA RegisteredBroker
• Athena ZeidlerCRD 8254646 · San Diego, CA
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.