Unclaimed Profile

Sean Mckeon

FUNDX INVESTMENT GROUP, LLC·SAN FRANCISCO, California

Series 7, Series 65Clean record20 years registeredFUNDX INVESTMENT GROUP, LLC

101 MONTGOMERY STREET, STE 2400, SAN FRANCISCO, CA 94104-4138CRD# 1675461Firm CRD# 109194

Profile Verification

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

Identity

Sean Mckeon · SAN FRANCISCO, CA

Registration

CRD #1675461 · FUNDX INVESTMENT GROUP, LLC · 20 years registered

Brand Profile

Not yet started

Career History

ONE CAPITAL MANAGEMENT, LLC

May 2022 – present

FUNDX INVESTMENT GROUP, LLC

May 2006 – May 2022

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Registration record

First registered · May 1, 2006

Years registered · 20

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 Sean Mckeon offer?

Sean Mckeon specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are Sean Mckeon's credentials?

Sean Mckeon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sean Mckeon located?

Sean Mckeon 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 Sean Mckeon charge for services?

Sean Mckeon'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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