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Building 2ALPHA CUBED INVESTMENTS, LLC

Map pinCOSTA MESA, CA
Phone(800) 701-2457
NotebookSEC #801-77372
Total AUM
$3.8B
Employees
29
Clients
2,058

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1124 BRISTOL ST.
COSTA MESA
CA 92626
United States
Operating Hours
6:30 AM TO 4:00 PM
Monday - Friday
Phone
(800) 701-2457
Other Offices
5

ReceiptFinancials

Total AUM
$3.8B
Accounts
5,128
Discretionary
$3.8B
Accounts
5,088
Non-Discretionary
$13.4M
Accounts
40

ContactClients

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Individual Clients
749
AUM
$264.2M
HNW Individual Clients
1,309
AUM
$3.5B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALAZCACOCTDCFLGAHIIAIDILINKSLAMAMDMIMNMOMTNCNDNENHNJNMNVNYOHOKORPASCSDTNTXUTVAVIWAWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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