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).
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Total Assets Under Management2,491MILLION
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Total Number of Accounts4,537ACCOUNTS
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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
Michael Middendorf (CRD# 2969928) is an Investment Advisor Representative working at Alpha Cubed Investments, LLC in Irvine, CA and has over 26 years of experience in the finance industry.
Jared Oren (CRD# 5837737) is an Investment Advisor Representative working at Alpha Cubed Investments, LLC in Irvine, CA and has over 12 years of experience in the finance industry.
Glendon Trullinger (CRD# 6134289) is an Investment Advisor Representative working at Alpha Cubed Investments, LLC in Irvine, CA and has over 11 years of experience in the finance industry.
John Walsh (CRD# 6560689) is an Investment Advisor Representative working at Alpha Cubed Investments, LLC in Irvine, CA and has over 7 years of experience in the finance industry.
Todd Walsh (CRD# 1571625) is an Investment Advisor Representative working at Alpha Cubed Investments, LLC in Irvine, CA and has over 37 years of experience in the finance industry.
Geoffrey Waters (CRD# 3089377) is an Investment Advisor Representative working at Alpha Cubed Investments, LLC in Irvine, CA and has over 25 years of experience in the finance industry.
Shane Whippo (CRD# 6126761) is an Investment Advisor Representative working at Alpha Cubed Investments, LLC in Irvine, CA and has over 7 years of experience in the finance industry.
Morgan Evans (CRD# 7771873) is an Investment Advisor Representative working at Alpha Cubed Investments, LLC in Irvine, CA and has 1 year of experience in the finance industry.