FUNDX INVESTMENT GROUP, LLC

SAN FRANCISCO, California·4 registered advisors·CRD# 109194

SEC# 801-547930415-986-7979

01

Firm Overview

AUM

$893M

Regulatory assets under management

Employees

14

Total firm employees

Advisors

4

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Market timing services

Compensation

Percentage of AUM

Hourly charges

Fixed fees

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at FUNDX INVESTMENT GROUP, LLC

4 registered advisors

Bernard Walter Burke

SAN FRANCISCO, California

Janet Marie Brown

SAN FRANCISCO, California

Martin Richard Devault

SAN FRANCISCO, California

SAN FRANCISCO, California

05

Office Locations

SAN FRANCISCO, California

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Data sourced from SEC Form ADV filings. FUNDX INVESTMENT GROUP, LLC (CRD# 109194) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.