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 $1,955,324,378 assets under management, offering retirement planning & investment advisory services to 4082 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	$1,955,324,378
No. of Clients	4082
No. of Advisors	35

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Pension Consulting Services
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	4082	$1,955,324,378
Individuals (other than high net worth individuals)	802	$292,684,519
High net worth individuals	878	$1,662,639,859

Inquire with ALPHA CUBED INVESTMENTS, LLC

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