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
1001 Avenida Pico, Suite C-157, San Clemente, CA 92673
http://www.alexsoninvest.com/
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • 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
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
Showing 1 - 1 of 1 top financial advisors.
1
Steven Alexson, financial advisor Irvine CA
Steven B. Alexson
CRD#: 3104828
4790 Irvine Blvd, Suite 105-157, Irvine, CA 92620
93
Wealthminder
score

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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