Overview
Assets Under Management: $882 million
Headquarters: SAN FRANCISCO, CA
High-Net-Worth Clients: 192
Average Client Assets: $1.7 million
Frequently Asked Questions
FUNDX INVESTMENT GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #109194), FUNDX INVESTMENT GROUP, LLC is subject to fiduciary duty under federal law.
FUNDX INVESTMENT GROUP, LLC is headquartered in SAN FRANCISCO, CA.
FUNDX INVESTMENT GROUP, LLC serves 192 high-net-worth clients according to their SEC filing dated March 26, 2018. View client details ↓
According to their SEC Form ADV, FUNDX INVESTMENT GROUP, LLC offers financial planning, portfolio management for individuals, portfolio management for businesses, and portfolio management for institutional clients. View all service details ↓
FUNDX INVESTMENT GROUP, LLC manages $882 million in client assets according to their SEC filing dated March 26, 2018.
According to their SEC Form ADV, FUNDX INVESTMENT GROUP, LLC serves high-net-worth individuals, businesses, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 192
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 36.99%
Average Client Assets: $1.7 million
Total Client Accounts: 678
Discretionary Accounts: 678
Regulatory Filings
CRD Number: 109194
Filing ID: 1168705
Last Filing Date: 2018-03-26 19:37:00