Alpha Cubed Investments, LLC

Alpha Cubed Investments, LLC (CRD# 159347) is a financial advisory firm headquartered in Irvine, CA. They manage $966,800,000 in 2,654 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    967
    MILLION
  • Total Number of Accounts
    2,654
    ACCOUNTS
  • Average Account Value
    $364,280
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

AZ, CA, CO, FL, HI, ID, IL, IN, LA, MI, MN, MO, MT, NM, NV, OH, OR, TX, WA, WI

Financial Advisors at Alpha Cubed Investments, LLC
Showing 1 - 10 of 24 top financial advisors.
1
Ross B. Hansen
CRD#: 1726079
San Marcos, CA
96
Wealthminder
score

Ross Hansen (CRD# 1726079) is an Investment Advisor Representative working at Alpha Cubed Investments, LLC in San Marcos, CA and has over 30 years of experience in the finance industry. Ross Hansen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Michael F. Middendorf
CRD#: 2969928
Montgomery, TX
96
Wealthminder
score

Michael Middendorf (CRD# 2969928) is an Investment Advisor Representative working at Alpha Cubed Investments, LLC in Montgomery, TX and has over 20 years of experience in the finance industry. Michael Middendorf has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Jared R. Oren
CRD#: 5837737
3333 Michelson Dr., Suite 620, Irvine, CA 91612
96
Wealthminder
score

Jared Oren (CRD# 5837737) is an Investment Advisor Representative working at Alpha Cubed Investments, LLC in Irvine, CA and has over 6 years of experience in the finance industry. Jared Oren has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Gregory M. Adamczyk
CRD#: 5616108
3333 Michelson Dr., Suite 620, Irvine, CA 91612
93
Wealthminder
score

Gregory Adamczyk (CRD# 5616108) is an Investment Advisor Representative working at Alpha Cubed Investments, LLC in Irvine, CA and has over 9 years of experience in the finance industry.

5
Nathan L. Bosek
CRD#: 5877081
400 1st. Street S, Suite 600, Saint Cloud, MN 56301
93
Wealthminder
score

Nathan Bosek (CRD# 5877081) is an Investment Advisor Representative working at Alpha Cubed Investments, LLC in Saint Cloud, MN and has over 7 years of experience in the finance industry.

6
Brendan P. Byrne
CRD#: 4582827
3333 Michelson Dr., Suite 620, Irvine, CA 91612
93
Wealthminder
score

Brendan Byrne (CRD# 4582827) is an Investment Advisor Representative working at Alpha Cubed Investments, LLC in Irvine, CA and has over 15 years of experience in the finance industry.

7
Barbara E. Dugan
CRD#: 5492471
3333 Michelson Dr., Suite 620, Irvine, CA 91612
93
Wealthminder
score

Barbara Dugan (CRD# 5492471) is an Investment Advisor Representative working at Alpha Cubed Investments, LLC in Irvine, CA and has over 9 years of experience in the finance industry.

8
Robin S. House
CRD#: 6060301
3838 W. 111th Street, Unit 110, Chicago, IL 60655
93
Wealthminder
score

Robin House (CRD# 6060301) is an Investment Advisor Representative working at Alpha Cubed Investments, LLC in Chicago, IL and has over 5 years of experience in the finance industry.

9
Jeffrey Joseph
CRD#: 2767367
3333 Michelson Dr., Suite 620, Irvine, CA 91612
93
Wealthminder
score

Jeffrey Joseph (CRD# 2767367) is an Investment Advisor Representative working at Alpha Cubed Investments, LLC in Irvine, CA and has over 17 years of experience in the finance industry.

10
Gregory A. Korbekian
CRD#: 4021346
3333 Michelson Dr., Suite 620, Irvine, CA 91612
93
Wealthminder
score

Gregory Korbekian (CRD# 4021346) is an Investment Advisor Representative working at Alpha Cubed Investments, LLC in Irvine, CA and has over 18 years of experience in the finance industry.

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