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VALIDEX GLOBAL INVESTING
SAN DIEGO, CA
858-410-1410
SEC #801-78236Total AUM
$352.9M
Employees
4Clients
10Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
444 W C STREET
SUITE 300
SAN DIEGO
CA 92101
United States
SUITE 300
SAN DIEGO
CA 92101
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
858-410-1410
Other Offices
5
Financials
Total AUM
$352.9M
Accounts
1,466Discretionary
$102M
Accounts
9Non-Discretionary
$250.9M
Accounts
1,457
Clients
Individual Clients
8AUM
$2.4M
Investment Company Clients
1AUM
$99.6M
Investment Advisor Clients
1AUM
$250.9M
Services
Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementOther Services
Other Services
RESEARCH, MODEL PORTFOLIOS
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
CAOR
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.