Fundx Investment Group LLC
Nome legal: FUNDX INVESTMENT GROUP, LLC
Detalhes completos de contato
Fundx Investment Group LLC
101 MONTGOMERY STREET, STE 2400, SAN FRANCISCO, CA
415-986-7979
415-986-1595
Outras informações
O Fundx Investment Group LLC é uma empresa de responsabilidade limitada com sede na Califórnia. Tem uma equipe de 18 funcionários, dos quais 8 trabalham em funções de consultoria. Embora não se saiba o número de clientes que atende, a empresa tem um status aprovado pela SEC com data de registro de 1º de outubro de 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.
Proprietários diretos
-
BERNARD WALTER BURKE
MEMBER é proprietária menos de 5%
-
CHRISTOPHER TAPPEN BAYLEY
MEMBER é proprietária mais de 5% mas menos de 10%
-
JANET MARIE BROWN
MEMBER/CHIEF EXECUTIVE OFFICER é proprietária mais de 25% mas menos de 50%
-
JEFFREY CHARLES SMITH
MEMBER/CHIEF OPERATING OFFICER é proprietária mais de 5% mas menos de 10%
-
JENNIFER DIANE ENSLOW
MEMBER é proprietária mais de 10% mas menos de 25%
-
MARTIN RICHARD DEVAULT
MEMBER é proprietária mais de 10% mas menos de 25%
-
SEAN MCKEON
MEMBER/CHIEF COMPLIANCE OFFICER é proprietária mais de 5% mas menos de 10%
-
THOMAS FRANCIS COYNE
MEMBER é proprietária mais de 5% mas menos de 10%
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- 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