1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2FUNDX INVESTMENT GROUP, LLC

Map pinSAN FRANCISCO, CA
Phone415-986-7979
NotebookSEC #801-54793
Total AUM
$893.4M
Employees
14
Clients
299

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
101 MONTGOMERY STREET, STE 2400
SAN FRANCISCO
CA 94104-4138
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
415-986-7979

ReceiptFinancials

Total AUM
$893.4M
Accounts
616
Discretionary
$893.4M
Accounts
616
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
106
AUM
$16.4M
HNW Individual Clients
179
AUM
$377.7M
Investment Company Clients
5
AUM
$466.3M
Pension/Profit Sharing Plan Clients
5
AUM
$19.6M
Corporation or Business Clients
4
AUM
$13.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLGAILLANHNVNYORTXWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account