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FUNDX INVESTMENT GROUP, LLC
FUNDX INVESTMENT GROUP, LLC
SAN FRANCISCO, California
·
10 registered advisors
·
CRD# 109194
SEC# 801-54793
0
415-986-7979
01
Firm Overview
AUM
$893M
Regulatory assets under management
Employees
14
Total firm employees
Advisors
10
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
10 registered advisors
Bernardo B Kuan
SAN FRANCISCO, California
CRD# 5901972
Bernard Walter Burke
SAN FRANCISCO, California
CRD# 35685
Christopher Tappen Bayley
SAN FRANCISCO, California
CRD# 2473436
Janet Marie Brown
SAN FRANCISCO, California
CRD# 838427
Jeffrey Charles Smith
SAN FRANCISCO, California
CRD# 4931796
Jennifer Diane Enslow
SAN FRANCISCO, California
CRD# 6775883
Martin Richard Devault
SAN FRANCISCO, California
CRD# 2149714
Robert Haven Enslow
SAN FRANCISCO, California
CRD# 1620169
Sean Mckeon
SAN FRANCISCO, California
CRD# 1675461
Thomas Francis Coyne
SAN FRANCISCO, California
CRD# 4375877
05
Office Locations
SAN FRANCISCO, California
10 advisors
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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
.