Alpha Cubed Investments, LLC
Alpha Cubed Investments, LLC (CRD# 159347) is a financial advisory firm headquartered in Irvine, CA. They manage $2,491,321,794 in 4,537 accounts and serve the financial needs of clients across 40 states (or territories).
-
Total Assets Under Management2,491MILLION
-
Total Number of Accounts4,537ACCOUNTS
-
Average Account Value$549,112
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, SC, SD, TX, UT, VA, VI, WA, WI, WY
Christopher Ashton (CRD# 4961826) 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.
Jared Bergstrom (CRD# 6311222) is an Investment Advisor Representative working at Alpha Cubed Investments, LLC in Irvine, CA and has over 10 years of experience in the finance industry.
Christopher Bougeokles (CRD# 5424043) is an Investment Advisor Representative working at Alpha Cubed Investments, LLC in Irvine, CA and has over 16 years of experience in the finance industry.
Simon Chung (CRD# 4460687) is an Investment Advisor Representative working at Alpha Cubed Investments, LLC in Irvine, CA and has over 20 years of experience in the finance industry.
Hans Ewert (CRD# 4358175) is an Investment Advisor Representative working at Alpha Cubed Investments, LLC in Irvine, CA and has over 21 years of experience in the finance industry.
Steven Ford (CRD# 4055586) is an Investment Advisor Representative working at Alpha Cubed Investments, LLC in Irvine, CA and has over 21 years of experience in the finance industry.
Marion Jabczenski (CRD# 2245629) is an Investment Advisor Representative working at Alpha Cubed Investments, LLC in Irvine, CA and has over 31 years of experience in the finance industry.
Connor Keim (CRD# 6904228) 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.
Gregory Korbekian (CRD# 4021346) is an Investment Advisor Representative working at Alpha Cubed Investments, LLC in Irvine, CA and has over 24 years of experience in the finance industry.
Mark Langerman (CRD# 1354113) is an Investment Advisor Representative working at Alpha Cubed Investments, LLC in Scottsdale, AZ and has over 38 years of experience in the finance industry.