Fundx Investment Group, LLC

Fundx Investment Group, LLC (CRD# 109194) is a financial advisory firm headquartered in San Francisco, CA. They manage $914,068,508 in 694 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    914
    MILLION
  • Total Number of Accounts
    694
    ACCOUNTS
  • Average Account Value
    $1,317,102
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AZ, CA, FL, GA, IN, LA, MD, MI, NH, NV, NY, OR, TX, WA

Financial Advisors at Fundx Investment Group, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Janet M. Brown
CRD#: 838427
235 Montgomery Street, Suite 1049, San Francisco, CA 94104
93
Wealthminder
score

Janet Brown (CRD# 838427) is an Investment Advisor Representative working at Fundx Investment Group, LLC in San Francisco, CA and has over 23 years of experience in the finance industry.

2
Jason W. Browne
CRD#: 2624951
235 Montgomery Street, Suite 1049, San Francisco, CA 94104
93
Wealthminder
score

Jason Browne (CRD# 2624951) is an Investment Advisor Representative working at Fundx Investment Group, LLC in San Francisco, CA and has over 21 years of experience in the finance industry.

3
Bernard W. Burke
CRD#: 35685
235 Montgomery Street, Suite 1049, San Francisco, CA 94109
93
Wealthminder
score

Bernard Burke (CRD# 35685) is an Investment Advisor Representative working at Fundx Investment Group, LLC in San Francisco, CA and has over 33 years of experience in the finance industry.

4
Martin R. Devault
CRD#: 2149714
235 Montgomery Street, Suite 1049, San Francisco, CA 94104
93
Wealthminder
score

Martin Devault (CRD# 2149714) is an Investment Advisor Representative working at Fundx Investment Group, LLC in San Francisco, CA and has over 25 years of experience in the finance industry.

5
Sean McKeon
CRD#: 1675461
235 Montgomery Street, Ste 1049, San Francisco, CA 94104
93
Wealthminder
score

Sean McKeon (CRD# 1675461) is an Investment Advisor Representative working at Fundx Investment Group, LLC in San Francisco, CA and has over 23 years of experience in the finance industry.

6
Avani O. Desai
CRD#: 5437007
235 Montgomery Street, Ste 1049, San Francisco, CA 94104
88
Wealthminder
score

Avani Desai (CRD# 5437007) is an Investment Advisor Representative working at Fundx Investment Group, LLC in San Francisco, CA and has over 2 years of experience in the finance industry.

7
Martin H. Kreisler
CRD#: 2765309
Castaic, CA
87
Wealthminder
score

Martin Kreisler (CRD# 2765309) is an Investment Advisor Representative working at Fundx Investment Group, LLC in Castaic, CA and has 1 year of experience in the finance industry.

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