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 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
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 24 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 3 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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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.