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COPLEY FINANCIAL GROUP, INC.

SAN DIEGO, CA · CRD 283070 · IAPD ↗ · 619-294-6008

$331.2MRegulatory AUM
7Advisory reps
8Employees
0Clients
n/aPlanning clients
0Private funds
4States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
May 2026 — COPLEY FINANCIAL GROUP, INC. notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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