FUNDX INVESTMENT GROUP, LLC
CRD #109194 SEC #801-54793 SAN FRANCISCO, CA 415-986-7979
SEC Registered
Total AUM
$893.4M
Discretionary
$893.4M
Employees
14
Clients
11
Accounts
616
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $893.4M | $893.4M | $0 | 14 | 0 |
| Jun 2020 | $857.5M | $857.5M | $0 | 15 | 0 |
| Mar 2020 | $857.5M | $857.5M | $0 | 15 | 0 |
| Sep 2019 | $809.8M | $809.8M | $0 | 18 | 0 |
| May 2019 | $809.8M | $809.8M | $0 | 18 | 0 |
| Mar 2019 | $809.8M | $809.8M | $0 | 18 | 0 |
| Jan 2019 | $882M | $882M | $0 | 17 | 0 |
| Mar 2018 | $882M | $882M | $0 | 19 | 0 |
| Jun 2017 | $867.6M | $867.6M | $0 | 18 | 300 |
| Mar 2017 | $867.6M | $867.6M | $0 | 18 | 300 |
| Dec 2016 | $914.1M | $914.1M | $0 | 17 | 300 |
| Aug 2016 | $914.1M | $914.1M | $0 | 17 | 300 |
| Feb 2016 | $914.1M | $914.1M | $0 | 17 | 300 |
| Oct 2015 | $1B | $1B | $0 | 17 | 300 |
| Sep 2015 | $1B | $1B | $0 | 17 | 300 |
| Mar 2015 | $1B | $1B | $0 | 17 | 300 |
| Feb 2015 | $403M | $403M | $0 | 17 | 300 |
| Apr 2014 | $976.1M | $976.1M | $0 | 17 | 500 |
| Mar 2014 | $976.1M | $976.1M | $0 | 17 | 500 |
| Jan 2014 | $976.1M | $976.1M | $0 | 17 | 500 |
| Nov 2013 | $869.3M | $869.3M | $0 | 17 | 500 |
| Sep 2013 | $869.3M | $869.3M | $0 | 17 | 500 |
| Jun 2013 | $869.3M | $869.3M | $0 | 17 | 500 |
| Mar 2013 | $869.3M | $869.3M | $0 | 17 | 500 |
| Jan 2013 | $927.5M | $914.5M | $13M | 19 | 500 |
| Nov 2012 | $927.5M | $914.5M | $13M | 19 | 500 |
| Jun 2012 | $927.5M | $914.5M | $13M | 11 | 500 |
| Feb 2012 | $927.5M | $914.5M | $13M | 11 | 500 |
| Jan 2012 | $927.5M | $914.5M | $13M | 11 | 500 |
| Jan 2012 | $927.5M | $914.5M | $13M | 11 | 500 |
| Nov 2011 | $1.2B | $1.2B | $11.1M | 11 | 400 |
| Mar 2011 | $1.2B | $1.2B | $11.1M | -- | -- |
| Feb 2009 | $1.3B | $1.3B | $0 | -- | -- |
| Jan 2008 | $1.9B | $1.9B | $0 | -- | -- |
| Nov 2007 | $1.9B | $1.9B | $0 | -- | -- |
| Feb 2007 | $1.9B | $1.9B | $0 | -- | -- |
| Jan 2007 | $1.3B | $1.3B | $0 | -- | -- |
| Nov 2006 | $1.3B | $1.3B | $0 | -- | -- |
| Mar 2006 | $1.3B | $1.3B | $0 | -- | -- |
| Feb 2006 | $1.3B | $1.3B | $0 | -- | -- |
| Jan 2006 | $1B | $1B | $0 | -- | -- |
| Dec 2005 | $1B | $1B | $0 | -- | -- |
| May 2002 | $518.5M | $518.5M | $0 | 10 | -- |
| Mar 2002 | $518.5M | $518.5M | $0 | 10 | -- |
| Oct 2001 | $443M | $443M | $0 | 10 | -- |
DateMar 2021
Total AUM$893.4M
Discretionary$893.4M
Non-Disc.$0
Employees14
Clients0
DateJun 2020
Total AUM$857.5M
Discretionary$857.5M
Non-Disc.$0
Employees15
Clients0
DateMar 2020
Total AUM$857.5M
Discretionary$857.5M
Non-Disc.$0
Employees15
Clients0
DateSep 2019
Total AUM$809.8M
Discretionary$809.8M
Non-Disc.$0
Employees18
Clients0
DateMay 2019
Total AUM$809.8M
Discretionary$809.8M
Non-Disc.$0
Employees18
Clients0
DateMar 2019
Total AUM$809.8M
Discretionary$809.8M
Non-Disc.$0
Employees18
Clients0
DateJan 2019
Total AUM$882M
Discretionary$882M
Non-Disc.$0
Employees17
Clients0
DateMar 2018
Total AUM$882M
Discretionary$882M
Non-Disc.$0
Employees19
Clients0
DateJun 2017
Total AUM$867.6M
Discretionary$867.6M
Non-Disc.$0
Employees18
Clients300
DateMar 2017
Total AUM$867.6M
Discretionary$867.6M
Non-Disc.$0
Employees18
Clients300
DateDec 2016
Total AUM$914.1M
Discretionary$914.1M
Non-Disc.$0
Employees17
Clients300
DateAug 2016
Total AUM$914.1M
Discretionary$914.1M
Non-Disc.$0
Employees17
Clients300
DateFeb 2016
Total AUM$914.1M
Discretionary$914.1M
Non-Disc.$0
Employees17
Clients300
DateOct 2015
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees17
Clients300
DateSep 2015
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees17
Clients300
DateMar 2015
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees17
Clients300
DateFeb 2015
Total AUM$403M
Discretionary$403M
Non-Disc.$0
Employees17
Clients300
DateApr 2014
Total AUM$976.1M
Discretionary$976.1M
Non-Disc.$0
Employees17
Clients500
DateMar 2014
Total AUM$976.1M
Discretionary$976.1M
Non-Disc.$0
Employees17
Clients500
DateJan 2014
Total AUM$976.1M
Discretionary$976.1M
Non-Disc.$0
Employees17
Clients500
DateNov 2013
Total AUM$869.3M
Discretionary$869.3M
Non-Disc.$0
Employees17
Clients500
DateSep 2013
Total AUM$869.3M
Discretionary$869.3M
Non-Disc.$0
Employees17
Clients500
DateJun 2013
Total AUM$869.3M
Discretionary$869.3M
Non-Disc.$0
Employees17
Clients500
DateMar 2013
Total AUM$869.3M
Discretionary$869.3M
Non-Disc.$0
Employees17
Clients500
DateJan 2013
Total AUM$927.5M
Discretionary$914.5M
Non-Disc.$13M
Employees19
Clients500
DateNov 2012
Total AUM$927.5M
Discretionary$914.5M
Non-Disc.$13M
Employees19
Clients500
DateJun 2012
Total AUM$927.5M
Discretionary$914.5M
Non-Disc.$13M
Employees11
Clients500
DateFeb 2012
Total AUM$927.5M
Discretionary$914.5M
Non-Disc.$13M
Employees11
Clients500
DateJan 2012
Total AUM$927.5M
Discretionary$914.5M
Non-Disc.$13M
Employees11
Clients500
DateJan 2012
Total AUM$927.5M
Discretionary$914.5M
Non-Disc.$13M
Employees11
Clients500
DateNov 2011
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$11.1M
Employees11
Clients400
DateMar 2011
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$11.1M
Employees--
Clients--
DateFeb 2009
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees--
Clients--
DateNov 2007
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees--
Clients--
DateFeb 2007
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees--
Clients--
DateJan 2007
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees--
Clients--
DateNov 2006
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees--
Clients--
DateFeb 2006
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees--
Clients--
DateJan 2006
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees--
Clients--
DateDec 2005
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees--
Clients--
DateMay 2002
Total AUM$518.5M
Discretionary$518.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$518.5M
Discretionary$518.5M
Non-Disc.$0
Employees10
Clients--
DateOct 2001
Total AUM$443M
Discretionary$443M
Non-Disc.$0
Employees10
Clients--