FUNDX INVESTMENT GROUP, LLC

FUNDX INVESTMENT GROUP, LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser (CRD 109194). Regulatory assets under management: $893.4M.

Registration

Officers, owners & control persons (18)

NameRoleLocation
Smith Lamont CharlesMANAGING PARTNER; MEMBER/CHIEF OPERATING OFFICER; PUBLICATIONS DIRECTORDENVER, CO
Smith JeffPUBLICATIONS DIRECTORThe Woodlands, TX
BROWN JANET MARIEMEMBER/CHIEF EXECUTIVE OFFICER; PRESIDENT; PRESIDENT, CFO, COO
BAYLEY CHRISTOPHER TAPPENMEMBER; SHAREHOLDER
BURKE BERNARD WALTERCHIEF COMPLIANCE OFFICER; COMPLIANCE OFFICER; MEMBER (+1 more)
COYNE THOMAS FRANCISMEMBER; SHAREHOLDER
COYNE KEVIN KIERNANSHAREHOLDER
ENSLOW ROBERT HAVENPORTFOLIO MANAGER; SHAREHOLDER
DEVAULT MARTIN RICHARDMEMBER; PORTFOLIO MANAGER; PRINCIPAL
MCKEON SEANMEMBER/CHIEF COMPLIANCE OFFICER; PORTFOLIO MANAGER; PRINCIPAL (+1 more)
BROWNE JASON WILLIAMCHIEF INVESTMENT OFFICER; MEMBER/CHIEF INVESTMENT OFFICER; PORTFOLIO MANAGER
COYNE KEVIN THOMASSHAREHOLDER
BAYLEY CHRISTOPHER TSHAREHOLDER
COYNE KEVINSHAREHOLDER
MCKEON JOHNPRINCIPAL
MCKEON SEAN JAMESPORTFOLIO MANAGER
KUAN BERNARDO BCHIEF COMPLIANCE OFFICER
ENSLOW JENNIFER DIANEMEMBER; SHAREHOLDER

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