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
% Discretionary
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
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