ALPHA CUBED INVESTMENTS, LLC

18301 Von Karman Ave.
Suite 900
Irvine, California 92612
Tel: (800) 701-2457

About ALPHA CUBED INVESTMENTS, LLC

ALPHA CUBED INVESTMENTS, LLC, formally registered with the SEC as ALPHA CUBED INVESTMENTS, LLC. The firm was established in 11/15/2012. They have over 8 offices throughout the country.

ALPHA CUBED INVESTMENTS, LLC is a Irvine, California based Financial Planning firm with nearly $2,491,321,794 assets under management, offering retirement planning & investment advisory services to 4537 clients. The firm is staffed with 35 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	159347
SEC#	801-77372
Assets Managed by Firm	$2,491,321,794
No. of Clients	4537
No. of Advisors	35

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	4537	$2,491,321,794
Individuals (other than high net worth individuals)	854	$294,751,773
High net worth individuals	969	$2,196,570,021

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