Fundx Investment Group LLC
Nom légal: FUNDX INVESTMENT GROUP, LLC
Coordonnées complètes
Fundx Investment Group LLC
101 MONTGOMERY STREET, STE 2400, SAN FRANCISCO, CA
415-986-7979
415-986-1595
Autre info
Fundx Investment Group LLC est une société à responsabilité limitée basée en Californie. Elle compte 18 employés, dont 8 travaillent dans des fonctions consultatives. Bien que le nombre de clients qu'elle sert soit inconnu, la société dispose d'un statut approuvé par la SEC avec une date d'inscription au 1er octobre 1997.
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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.
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.
Propriétaires directs
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BERNARD WALTER BURKE
MEMBER possède Moins de 5%
-
CHRISTOPHER TAPPEN BAYLEY
MEMBER possède plus de 5% mais moins de 10%
-
JANET MARIE BROWN
MEMBER/CHIEF EXECUTIVE OFFICER possède plus de 25% mais moins de 50%
-
JEFFREY CHARLES SMITH
MEMBER/CHIEF OPERATING OFFICER possède plus de 5% mais moins de 10%
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JENNIFER DIANE ENSLOW
MEMBER possède plus de 10% mais moins de 25%
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MARTIN RICHARD DEVAULT
MEMBER possède plus de 10% mais moins de 25%
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SEAN MCKEON
MEMBER/CHIEF COMPLIANCE OFFICER possède plus de 5% mais moins de 10%
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THOMAS FRANCIS COYNE
MEMBER possède plus de 5% mais moins de 10%
Entreprises situées à proximité
Principaux fonds
- INVESCO EXCHNG TRADED FD TR $38,039k
- VANGUARD GROUP $28,304k
- ISHARES TR CORE HIGH DV ETF $26,293k
- VANGUARD BD INDEX FD INC TOTAL BND MRKT $22,368k
- ISHARES TR CORE US AGGBD ET $19,532k
- PIMCO ETF TR $19,245k
- ISHARES TR S&P 500 GRWT ETF $13,092k
- ISHARES TR RUS 1000 GRW ETF $12,177k
- VANGUARD CHARLOTTE FDS $11,379k
- ISHARES TR EXPANDED TECH $7,711k