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Jeffrey Charles Smith

FUNDX INVESTMENT GROUP, LLC·SAN FRANCISCO, California
Unclaimed Profile
101 MONTGOMERY STREET, STE 2400, SAN FRANCISCO, CA 94104-4138CRD# 4931796Firm CRD# 109194
01

About

Jeffrey Charles Smith is a registered financial advisor based in SAN FRANCISCO, California, affiliated with FUNDX INVESTMENT GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
03

Firm Overview

Firm
FUNDX INVESTMENT GROUP, LLC
FUNDX INVESTMENT GROUP, LLC
AUM
$893M
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at FUNDX INVESTMENT GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Fixed fees
Subscription fees
Regulatory
SEC/IARD CRD# 4931796
Firm CRD# 109194
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Charles Smith offer?
Jeffrey Charles Smith specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.
What are Jeffrey Charles Smith's credentials?
Jeffrey Charles Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Charles Smith located?
Jeffrey Charles Smith is based in SAN FRANCISCO, California, working with FUNDX INVESTMENT GROUP, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Jeffrey Charles Smith charge for services?
Jeffrey Charles Smith'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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Other Advisors at FUNDX INVESTMENT GROUP, LLC

Bernard Walter Burke
SAN FRANCISCO, CA
Christopher Tappen Bayley
SAN FRANCISCO, CA
Jennifer Diane Enslow
SAN FRANCISCO, CA
Thomas Francis Coyne
SAN FRANCISCO, CA
Bernardo B Kuan
SAN FRANCISCO, CA
Janet Marie Brown
SAN FRANCISCO, CA

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