Copley Investment Management, Llc
Wilmington, North Carolina
Copley Investment Management, LLC, a reputable investment advisory firm, operates out of Wilmington, NC, with a single office. With a robust client base of over 760 individuals, they currently oversee a substantial $155,928,000 in assets under management. Possessing extensive expertise in employer 401Ks and individual portfolios, Copley Investment Management excels in providing tailored financial solutions in this domain. The firm distinguishes itself by managing 90% of their clients' assets on a discretionary basis, showcasing their deep understanding of the investment landscape and their ability to make informed decisions on b...
See more
Loading...

Assets Under Mgmt

$155.93M

Investment Professionals

2

Locations

0

% 401K & Individual

46%

% Discretionary

90%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Portfolio management for individuals and/or small businesses
Pension consulting services
Other: BUSINESS VALUATIONS
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.