Fundx Investment Group, LLC
Fundx Investment Group, LLC (CRD# 109194) is a financial advisory firm headquartered in San Francisco, CA. They manage $893,373,944 in 616 accounts and serve the financial needs of clients across 12 states (or territories).
Current Firm Details
Fundx Investment Group, LLC
By the Numbers
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Total Assets Under Management893MILLION
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Total Number of Accounts616ACCOUNTS
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Average Account Value$1,450,282
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, FL, GA, IL, LA, NH, NV, NY, OR, TX, WA
Financial Advisors at Fundx Investment Group, LLC
No Advisor Found.
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