Unclaimed Profile

Bernard Walter Burke

FUNDX INVESTMENT GROUP, LLC·SAN FRANCISCO, California

Series 1, Series 40, Series 63, Series 65Clean record29 years registeredFUNDX INVESTMENT GROUP, LLC

101 MONTGOMERY STREET, STE 2400, SAN FRANCISCO, CA 94104-4138CRD# 35685Firm CRD# 109194

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bernard Walter Burke · SAN FRANCISCO, CA

Registration

CRD #35685 · FUNDX INVESTMENT GROUP, LLC · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FUNDX INVESTMENT GROUP, LLC

FUNDX INVESTMENT GROUP, LLC

Jul 1997 – Dec 2019

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

Series 1

Series 40

Series 63

Series 65

Registration record

First registered · July 8, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FUNDX INVESTMENT GROUP, LLC

CRD 109194 · SEC 801-54793

AUM

$893M

Regulatory assets under management

Employees

616 client accounts

Services offered by FUNDX INVESTMENT GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Market timing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at FUNDX INVESTMENT GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Bernard Walter Burke offer?

Bernard Walter Burke specializes in Financial Planning, Investment Management, Wealth Management.

What are Bernard Walter Burke's credentials?

Bernard Walter Burke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bernard Walter Burke located?

Bernard Walter Burke is based in SAN FRANCISCO, California, last registered with FUNDX INVESTMENT GROUP, LLC.

How does Bernard Walter Burke charge for services?

Bernard Walter Burke's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FUNDX INVESTMENT GROUP, LLC?

FUNDX INVESTMENT GROUP, LLC has approximately 14 employees and manages $893M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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