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COPLEY INVESTMENT MANAGEMENT, LLC

· CRD 118014 · IAPD ↗ · copleyinvestmentmanagement.com · 910-431-6308

$307.3MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2024 — COPLEY INVESTMENT MANAGEMENT, LLC added office(s): 0 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
April 2024 — COPLEY INVESTMENT MANAGEMENT, LLC reported RAUM up 28% ($155.9M -> $200.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.