COPLEY FINANCIAL SERVICES CORP
CRD #110926 SEC #801-13834 NEW YORK, NY 212-935-3131
SEC Registered
Total AUM
$100.7M
Discretionary
$100.7M
Employees
1
Clients
0
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2021 | $100.7M | $100.7M | $0 | 1 | 0 |
| Sep 2020 | $103.4M | $103.4M | $0 | 1 | 0 |
| Jan 2020 | $127.4M | $127.4M | $0 | 1 | 0 |
| Oct 2019 | $127.4M | $127.4M | $0 | 1 | 0 |
| Apr 2019 | $118.4M | $118.4M | $0 | 1 | 0 |
| Oct 2018 | $104.4M | $104.4M | $0 | 1 | 0 |
| May 2018 | $112.4M | $112.4M | $0 | 1 | 0 |
| Oct 2017 | $114.3M | $114.3M | $0 | 1 | 0 |
| Sep 2016 | $105.9M | $105.9M | $0 | 1 | 1 |
| Sep 2016 | $91.1M | $91.1M | $0 | 1 | 1 |
| Sep 2015 | $91.1M | $91.1M | $0 | 1 | 1 |
| Sep 2014 | $95.5M | $95.5M | $0 | 1 | 1 |
| Sep 2013 | $88.5M | $88.5M | $0 | 1 | 1 |
| Sep 2012 | $83.4M | $83.4M | $0 | 1 | 1 |
| Feb 2012 | $65.1M | $65.1M | $0 | 1 | 1 |
| Oct 2010 | $60.5M | $60.5M | $0 | 5 | -- |
| Sep 2009 | $58.5M | $58.5M | $0 | 5 | -- |
| Sep 2008 | $79.1M | $79.1M | $0 | 5 | -- |
| Sep 2007 | $86.9M | $86.9M | $0 | 5 | -- |
| Sep 2005 | $75.2M | $75.2M | $0 | 5 | -- |
| Sep 2005 | $69.5M | $69.5M | $0 | 5 | -- |
| May 2001 | $83.6M | $83.6M | $0 | 5 | -- |
DateOct 2021
Total AUM$100.7M
Discretionary$100.7M
Non-Disc.$0
Employees1
Clients0
DateSep 2020
Total AUM$103.4M
Discretionary$103.4M
Non-Disc.$0
Employees1
Clients0
DateJan 2020
Total AUM$127.4M
Discretionary$127.4M
Non-Disc.$0
Employees1
Clients0
DateOct 2019
Total AUM$127.4M
Discretionary$127.4M
Non-Disc.$0
Employees1
Clients0
DateApr 2019
Total AUM$118.4M
Discretionary$118.4M
Non-Disc.$0
Employees1
Clients0
DateOct 2018
Total AUM$104.4M
Discretionary$104.4M
Non-Disc.$0
Employees1
Clients0
DateMay 2018
Total AUM$112.4M
Discretionary$112.4M
Non-Disc.$0
Employees1
Clients0
DateOct 2017
Total AUM$114.3M
Discretionary$114.3M
Non-Disc.$0
Employees1
Clients0
DateSep 2016
Total AUM$105.9M
Discretionary$105.9M
Non-Disc.$0
Employees1
Clients1
DateSep 2016
Total AUM$91.1M
Discretionary$91.1M
Non-Disc.$0
Employees1
Clients1
DateSep 2015
Total AUM$91.1M
Discretionary$91.1M
Non-Disc.$0
Employees1
Clients1
DateSep 2014
Total AUM$95.5M
Discretionary$95.5M
Non-Disc.$0
Employees1
Clients1
DateSep 2013
Total AUM$88.5M
Discretionary$88.5M
Non-Disc.$0
Employees1
Clients1
DateSep 2012
Total AUM$83.4M
Discretionary$83.4M
Non-Disc.$0
Employees1
Clients1
DateFeb 2012
Total AUM$65.1M
Discretionary$65.1M
Non-Disc.$0
Employees1
Clients1
DateOct 2010
Total AUM$60.5M
Discretionary$60.5M
Non-Disc.$0
Employees5
Clients--
DateSep 2009
Total AUM$58.5M
Discretionary$58.5M
Non-Disc.$0
Employees5
Clients--
DateSep 2008
Total AUM$79.1M
Discretionary$79.1M
Non-Disc.$0
Employees5
Clients--
DateSep 2007
Total AUM$86.9M
Discretionary$86.9M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$75.2M
Discretionary$75.2M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$69.5M
Discretionary$69.5M
Non-Disc.$0
Employees5
Clients--
DateMay 2001
Total AUM$83.6M
Discretionary$83.6M
Non-Disc.$0
Employees5
Clients--