Company Overview
- Headquarters
- 101 Montgomery St Ste 2400, San Francisco CA
- Website
- fundx.com
- Phone
- (415) 986-7979
- Employees
- 24
- Founded in
- 1969
- Industry
- Investment Bank/Securities Brokerage
- NAICS Code
-
NAICS Code 52 CompaniesNAICS Code 52393 CompaniesNAICS Code 523 CompaniesNAICS Code 5239 Companies
- SIC Code
-
SIC Code 62 CompaniesSIC Code 628 Companies
Financials & Stats
Revenue
$6B
Who is FundX
FundX, a division of One Capital Management, LLC, is a San Francisco-based investment management firm established in 1969. The company employs 24 individuals and generates an annual revenue of $6 million. FundX specializes in providing evidence-based, global investment strategies to a diverse clientele. These strategies encompass sustainable, equity, fixed income, and alternative portfolios. They serve a wide range of clients, including individuals, corporate retirement plans, and foundations. FundX differentiates itself by employing investment advisors who act as fiduciaries, prioritizing the best interests of their clients. With over 50 years of experience, the firm has a proven track record of helping clients achieve their financial goals. For more information or to connect with FundX, visit their website at fundx.com.
FundX Industry Tags
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Company Name | Revenue | Number of Employees | Location | Founded in |
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6M | 5 | Rochester, NY | 2013 | |
6M | 12 | San Francisco, CA | 2009 | |
6M | 5 | New York, NY | ||
6M | 14 | Honolulu, HI | 2008 | |
6M | 45 | Los Angeles, CA | 2012 |