Alexson Investment Group
Alexson Investment Group (CRD# 281850) is a financial advisory firm headquartered in San Clemente, CA. They manage $14,200,000 in 20 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management14MILLION
-
Total Number of Accounts20ACCOUNTS
-
Average Account Value$710,000
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States

Registered Investment Advisor
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Alexson Investment Group
1
Steven Alexson (CRD# 3104828) is an Investment Advisor Representative working at Alexson Investment Group in Irvine, CA and has over 6 years of experience in the finance industry.
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