Philip John Denstad
Investment adviser representative at Copley Financial Group, Inc.
12 yearsExperience
1 stateRegistered in
$331.2MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Copley Alternative Investments Inc.Mar 2026 to now
- Copley Financial Group, Inc.Apr 2019 to now
- Heritage Tax & InsuranceApr 2019 to now
- Emerson Equity LLCSep 2024 to Mar 2026
- City of San DiegoJul 2018 to Aug 2018
- Full-time StudentSep 2014 to Jan 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Copley Financial Group, Inc.
$331.2MAssets managed
2,690Clients
10Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7112320
- Firm CRD
- 283070