Fundx Investment Group LLC
Legal Name: FUNDX INVESTMENT GROUP, LLC
Full Contact Details
Fundx Investment Group LLC
101 MONTGOMERY STREET, STE 2400, SAN FRANCISCO, CA
415-986-7979
415-986-1595
Other Info
Fundx Investment Group LLC is legally known as FUNDX INVESTMENT GROUP, LLC. It is a CA Limited Liability Company. This firm has 18 employees, of which 8 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Oct 1, 1997.
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Direct Owners
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BERNARD WALTER BURKE
MEMBER owns less than 5%
-
CHRISTOPHER TAPPEN BAYLEY
MEMBER owns more than 5% but less than 10%
-
JANET MARIE BROWN
MEMBER/CHIEF EXECUTIVE OFFICER owns more than 25% but less than 50%
-
JEFFREY CHARLES SMITH
MEMBER/CHIEF OPERATING OFFICER owns more than 5% but less than 10%
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JENNIFER DIANE ENSLOW
MEMBER owns more than 10% but less than 25%
-
MARTIN RICHARD DEVAULT
MEMBER owns more than 10% but less than 25%
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SEAN MCKEON
MEMBER/CHIEF COMPLIANCE OFFICER owns more than 5% but less than 10%
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THOMAS FRANCIS COYNE
MEMBER owns more than 5% but less than 10%
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