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Matthew Lee Schulz

Validus Capital LLC

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About Matthew Lee Schulz

Matthew Schulz is an Investment Advisor Representative at Validus Capital LLC. Matthew has been in the industry since January 2013, and is currently licensed and registered in California. Matthew has specialized in family office type services, financial planning and selection of other advisors. Matthew is also a portfolio manager for individuals and pooled investment vehicles.

Firm Information

Matthew Schulz is currently registered with Validus Capital LLC. Validus Capital LLC is a Registered Investment Advisor (RIA) based in El Segundo, CA. They offer financial planning, portfolio management services for individuals, and pooled investment vehicles. The firm has approximately $1.63 billion in regulatory assets under management.
Validus Capital LLC

2221 ROSECRANS AVENUE

EL SEGUNDO, CA 90245

$1.63B

Assets Under Management

Not reported

Total Clients

6

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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family office type services

Family office type services

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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Matthew Schulz’s Registration & Firm History

CA

05/02/2022 - Present

Validus Capital LLC (EL SEGUNDO CA)

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Licenses & Designations

IA

Issued 10/22/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Lee Schulz.
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