PJ Scavuzzo, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$16,351,104
Total clients
74
5% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
74
Average account size
$220,961
About
PJ Scavuzzo, Inc. provides discretionary portfolio management and ongoing investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. The firm handles IRA rollover recommendations as a fiduciary and charges asset-based advisory fees, with a stated account minimum that the firm may waive in certain circumstances.
The firm tailors portfolios to each client’s suitability information (investment objectives, risk tolerance and time horizon) and offers continuous monitoring and periodic rebalancing. Its stated methods of analysis and investment strategies are broad and active, including fundamental and technical analysis, charting, long- and short-term purchases, trading, options transactions, margin trading and short sales, and the use of customized or model portfolios.
Noteworthy for a small independent adviser, PJ Scavuzzo explicitly employs a range of active and complex trading techniques (short sales, margin and options) alongside technical/charting approaches that many peers of similar size do not emphasize. Operationally, the firm directs trades through Fidelity as custodian, deducts advisory fees directly from client custodial accounts, may combine household accounts to determine fee breakpoints, and does not vote client proxies (clients retain voting authority).
Client services
Portfolio management
Fee options
$100,000 - $500,000: 2.00% $500,001 - $1,000,000: 1.50% $1,000,001+: 1.00%
Account minimum: $50,000
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
PJ Scavuzzo, Inc.
8880 Rio San Diego Drive, Suite 800
San Diego CA 92108, United States
Number of offices
2
Forms ADV
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