VALIDEX GLOBAL INVESTING

13400 Sabre Springs Parkway
#145
San Diego, California 92128
Tel: 858-410-1410

About VALIDEX GLOBAL INVESTING

VALIDEX GLOBAL INVESTING, formally registered with the SEC as VALIDEX GLOBAL INVESTING. The firm was established in 10/29/2013. They have over 3 offices throughout the country.

VALIDEX GLOBAL INVESTING is a San Diego, California based Financial Planning firm with nearly $248,652,766 assets under management, offering retirement planning & investment advisory services to 910 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	166575
SEC#	801-78236
Assets Managed by Firm	$248,652,766
No. of Clients	910
No. of Advisors	4

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Other (RESEARCH, MODEL PORTFOLIOS, INTELLECTUAL PROPERTY LICENSING)

Firm Client Information

	No. of Clients	AUM
Firm Total	910	$248,652,766
Individuals (other than high net worth individuals)	5	$1,822,274
Other investment advisers	Fewer than 5 clients	$124,935,425

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