COPLEY ALTERNATIVE INVESTMENTS INC.

Broker-DealerFINRA MemberEst. 2026
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
SAN DIEGO, California
CRD number
336405
Registered since
January 9, 2026

Firm profile

FINTRX

Overview

Copley Alternative Investments Inc. is organized as a corporation and is recorded as being SEC-registered in 2026. Ownership is listed as a domestic entity and an individual. The firm's internal classification is unclassified in the available record. The profile indicates it is not designated as a capital allocator and is not flagged as an active ESG investor. It is also not listed as a multi-state adviser, a pension consultant, or a related adviser. The dataset does not include detail on the firm's advisory services, fee schedules, or specific business activities.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • PATRICK WALKER

    Chief Compliance OfficerCRD 2107798

  • ALAN BUNCE

    Chief Operations Officer & DirectorCRD 2986040

  • MATTHEW COPLEY

    President, CEOCRD 6247665

Contacts

3 of 6
  • Scott Zardenetta

    Fiduciary Financial AdvisorCRD 7343599

  • PHILIP BEYTELL

    FinOpCRD 4828145

  • Kent Hulse

    Fiduciary Financial AdvisorCRD 7478037

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAN DIEGO, CA

SAN DIEGO

Location

SAN DIEGO, CA

Headquartered in SAN DIEGO, CA, in the West of the United States.

Region
West
County
SAN DIEGO
Address
2650 Camino del Rio N
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth