ALPHA CUBED INVESTMENTS, LLC
Irvine, California
4.4
6 Reviews
Alpha Cubed Investments, LLC is a local investment advisory firm based out of Irvine, CA. With eight offices, they are well-positioned to serve clients in the area. The firm boasts a total of 35 dedicated employees, of which 22 specialize in providing top-notch investment advisory services. With an average of $88,880,000 in assets under management per investment advisor, Alpha Cubed Investments, LLC is in line with the industry average. Their compensation structure is diverse, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. While 401K and individual accounts make up les...
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Assets Under Mgmt

$1.96B

Investment Professionals

22

Locations

7

% 401K & Individual

15%

% Discretionary

99%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
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