Mark
Scalzo
Validus Growth Investing
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About this Advisor
Mark Scalzo is a financial advisor based in San Diego, California, working with Validus Growth Investing. Mark has previously held positions at Validus Growth Investors LLC and Lucia Capital Management. Mark has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Mark is part of Validus Growth Investing, which operates out of San Diego, California. The firm has 2 offices and 4 employees. The firm manages assets totaling $248.7 million. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and other services. The fee structure at Validus Growth Investing includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Validus Growth Investing Brokerage Details
$248,652,766
4
910
$273,245
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Other
Mark Scalzo Work History
Validus Growth Investors LLC
Lucia Capital Management
Disclosures
Please visit the SEC profile of Mark Scalzo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Validus Growth Investing
San Diego, CA
San Diego, CA
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