Fundx Investment Group, LLC

Fundx Investment Group, LLC (CRD# 109194) is a financial advisory firm headquartered in San Francisco, CA. They manage $867,573,890 in 690 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    868
    MILLION
  • Total Number of Accounts
    690
    ACCOUNTS
  • Average Account Value
    $1,257,353
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
Advisory Services Offered
  • Financial planning services
  • 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
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.

AZ, CA, FL, GA, LA, NH, NV, NY, OR, TX, WA

Financial Advisors at Fundx Investment Group, LLC
Showing 1 - 9 of 9 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 24 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 22 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 34 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 26 years of experience in the finance industry.

5
Sean McKeon
CRD#: 1675461
101 Montgomery Street, Ste 2400, 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 24 years of experience in the finance industry.

6
Atisa Payvarpour
CRD#: 2289069
101 Montgomery Street, Ste 2400, San Francisco, CA 94104
93
Wealthminder
score

Atisa Payvarpour (CRD# 2289069) is an Investment Advisor Representative working at Fundx Investment Group, LLC in San Francisco, CA and has over 20 years of experience in the finance industry.

7
Avani O. Desai
CRD#: 5437007
101 Montgomery Street, Ste 2400, San Francisco, CA 94104
90
Wealthminder
score

Avani Desai (CRD# 5437007) is an Investment Advisor Representative working at Fundx Investment Group, LLC in San Francisco, CA and has over 3 years of experience in the finance industry.

8
Daniel V. Cozano
CRD#: 1948205
101 Montgomery Street, Ste 2400, San Francisco, CA 94104
87
Wealthminder
score

Daniel Cozano (CRD# 1948205) is an Investment Advisor Representative working at Fundx Investment Group, LLC in San Francisco, CA and has 1 year of experience in the finance industry.

9
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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