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FundX Investment Group, LLC Info

FundX Investment Group, LLC info

FundX Investment Group, LLC (SEC CIK 1427261) first filed with the SEC on 2008-02-14 (Form 13F-HR) and has filed 58 times since, including 57 Form 13F-HR quarterly holdings reports. It is organized in CA and registered at 101 MONTGOMERY STREET, SUITE 2400, SAN FRANCISCO, CA, 94104.

  • Name: Value FundX Investment Group, LLC.
  • SEC CIK: Value 1427261.
  • State of organization: Value CA.
  • Business address: Value 101 MONTGOMERY STREET, SUITE 2400, SAN FRANCISCO, CA, 94104.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

FieldValue
NameFundX Investment Group, LLC
SEC CIK1427261
State of organizationCA
Business address101 MONTGOMERY STREET, SUITE 2400, SAN FRANCISCO, CA, 94104
Mailing address101 MONTGOMERY STREET, SUITE 2400, SAN FRANCISCO, CA, 94104
Phone415-986-7979
Fiscal year endDecember 31
Former namesDAL Investment CO (2008-02-14 to 2012-02-06)

SEC Filing History

FieldValue
First SEC filing2008-02-14 (Form 13F-HR)
Latest SEC filing2022-01-26 (Form 13F-HR)
Filings on EDGAR58
First Form 13F-HR2008-02-14 (quarter ended 2007-12-31)
Latest Form 13F-HR2022-01-26 (quarter ended 2021-12-31)
Form 13F-HR filings57

Filings by Form

FormFilingsLatest
13F-HR572022-01-26
13F-HR/A12008-11-12

Filings by Year

YearFilingsForm 13F-HR
202211
202144
202044
201944
201844
201744
201644
201544
201444
201344
201244
201144
201044
200944
200854

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