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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Fundx Investment Group, LLC 16 years, 1 month Jan 2004 - Present

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Jeffrey Smith

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Fundx Investment Group, LLC

Last updated on May 1, 2019
    • $809.8M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 724
      Accounts
    • $1.1M
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Subscription Fees