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| Happy Holidays!! thanks for using AUM13F!! |
| Copley Financial Group Inc
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| CRD # | 283070 |
| SEC # | 801-119967 |
| CIK # | 0002045258 |
| AUM | $272.7 M (2025-07-21) |
| Employees | 8 (100% Investors, 25% Brokers) |
| Phone | 619-294-6008 |
| Address | 2650 Camino del Rio North, San Diego, CA 92108 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| World Currency Gold Trust | 7.8 | ||
| ETFS Silver Trust | 2.9 | ||
| Lockheed Martin Corp | 1.6 | ||
| Microsoft Corp | 1.5 | ||
| Caterpillar Inc | 1.5 | ||
| ETFS Platinum Trust | 1.4 | ||
| ETFS Palladium Trust | 1.0 | ||
| Nvidia Corp | 0.9 | ||
| Chevron Corp | 0.9 | ||
| J P Morgan Chase & Co | 0.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,558 | 214.8 |
| (b) Individuals (high net worth individuals) | 40 | 57.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,963 | 272.7 |
| By Discretionary | ||
| Discretionary | 2,944 | 271.8 |
| Non-Discretionary | 19 | 0.9 |
| Total | 2,963 | 272.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 272.7 | |
| Total | 2,963 | 272.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002045258] |
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