FundX Investment is an investment advisor in San Francisco with $893.37 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
DAL Investment CO
SEC CIK
IRS number
943271777
SEC advisor number
801-54793
FINRA CRD number
109194
AUM ?
$893.37 mm
(as of 29 Mar 21)
Accounts
616
(as of 29 Mar 21)
Employees
14
(5 investment advisory or research)
Address
FundX Investment
101 MONTGOMERY STREET
SUITE 2400
SAN FRANCISCO
CA 94104
101 MONTGOMERY STREET
SUITE 2400
SAN FRANCISCO
CA 94104
Phone
415-986-7979
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
26 Jan 22
13F-HR
Quarterly holdings report by institutional manager
3 Nov 21
13F-HR
Quarterly holdings report by institutional manager
27 Jul 21
13F-HR
Quarterly holdings report by institutional manager
4 May 21
13F-HR
Quarterly holdings report by institutional manager
8 Feb 21
13F-HR
Quarterly holdings report by institutional manager
29 Oct 20
13F-HR
Quarterly holdings report by institutional manager
11 Aug 20
13F-HR
Quarterly holdings report by institutional manager
24 Apr 20
13F-HR
Quarterly holdings report by institutional manager
3 Feb 20
13F-HR
Quarterly holdings report by institutional manager
8 Nov 19