Fundx Investment Group LLC
正式名称: FUNDX INVESTMENT GROUP, LLC
フルコンタクト詳細
Fundx Investment Group LLC
101 MONTGOMERY STREET, STE 2400, SAN FRANCISCO, CA
415-986-7979
415-986-1595
他の情報
ファンドックス投資グループLLCは、カリフォルニアに拠点を置く有限責任会社です。18人の従業員がおり、うち8人が顧問役です。サービスを提供している顧客の数は不明ですが、同社はSECの承認を受け、1997年10月1日に登録されました。
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FundX Funds & ETFs | Simplify Your Fund & ETF Investing
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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.
直接の所有者
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BERNARD WALTER BURKE
MEMBER 所有する 5％未満
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CHRISTOPHER TAPPEN BAYLEY
MEMBER 所有する 5％以上10％未満
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JANET MARIE BROWN
MEMBER/CHIEF EXECUTIVE OFFICER 所有する 25％以上50％未満
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JEFFREY CHARLES SMITH
MEMBER/CHIEF OPERATING OFFICER 所有する 5％以上10％未満
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JENNIFER DIANE ENSLOW
MEMBER 所有する 10％以上25％未満
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MARTIN RICHARD DEVAULT
MEMBER 所有する 10％以上25％未満
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SEAN MCKEON
MEMBER/CHIEF COMPLIANCE OFFICER 所有する 5％以上10％未満
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THOMAS FRANCIS COYNE
MEMBER 所有する 5％以上10％未満
近くにある会社
トップホールディングス
- 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