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Validex Global Investing

Headquartered in SAN DIEGO, CA

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Firm Information

Validex Global Investing is an investment advisor based in SAN DIEGO, CA, United States. They provide investment advisory services including research, model portfolios, and intellectual property licensing. Their client base includes investment companies, other investment advisors, and individuals. Validex Global Investing manages approximately $248,652,766 in assets.

Validex Global Investing

13400 SABRE SPRINGS PARKWAY

SAN DIEGO, CA 92128

$248.65M

Assets Under Management

2

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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research, model portfolios, intellectual property licensing

Research, model portfolios, intellectual property licensing

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (1)

VALIDEX GLOBAL INVESTING has a total of 1 branch locations across the country.

Advisors at Validex Global Investing

View All 2 Advisors

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Disclosures

There are no public disclosures for Validex Global Investing.

Frequently Asked Questions (7)

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