Fundx Investment Group LLC
Nombre legal: FUNDX INVESTMENT GROUP, LLC
Detalles de contacto completos
Fundx Investment Group LLC
101 MONTGOMERY STREET, STE 2400, SAN FRANCISCO, CA
415-986-7979
415-986-1595
Otra información
Fundx Investment Group LLC es una sociedad de responsabilidad limitada con sede en California. Cuenta con un equipo de 18 empleados, de los cuales 8 trabajan en roles de asesoramiento. Si bien se desconoce la cantidad de clientes a los que atiende, la empresa cuenta con un estado aprobado por la SEC con una fecha de registro del 1 de octubre de 1997.
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Trusted San Francisco wealth management. Helping generations of families build & preserve wealth since 1969. A division of One Capital Management. Fiduciaries who invest in our clients' best interests. Contact us to learn more about wealth management and financial planning.
FundX | San Francisco Investment Advisors
Trusted San Francisco wealth management. Helping generations of families build & preserve wealth since 1969. A division of One Capital Management. Fiduciaries who invest in our clients' best interests. Contact us to learn more about wealth management and financial planning.
Propietarios directos
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BERNARD WALTER BURKE
MEMBER posee menos de 5%
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CHRISTOPHER TAPPEN BAYLEY
MEMBER posee más del 5% pero menos del 10%
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JANET MARIE BROWN
MEMBER/CHIEF EXECUTIVE OFFICER posee más del 25% pero menos del 50%
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JEFFREY CHARLES SMITH
MEMBER/CHIEF OPERATING OFFICER posee más del 5% pero menos del 10%
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JENNIFER DIANE ENSLOW
MEMBER posee más del 10% pero menos del 25%
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MARTIN RICHARD DEVAULT
MEMBER posee más del 10% pero menos del 25%
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SEAN MCKEON
MEMBER/CHIEF COMPLIANCE OFFICER posee más del 5% pero menos del 10%
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THOMAS FRANCIS COYNE
MEMBER posee más del 5% pero menos del 10%
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- VANGUARD CHARLOTTE FDS $11,379k
- ISHARES TR EXPANDED TECH $7,711k