Assets Under Management
$3.0B
Number of Clients
1,928
Number of Advisors
21
Average Client AUM
$1.6M
AUM per Advisor
$144.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Alpha Cubed Investments, LLC offers asset management, financial planning, and family office services. Asset management includes discretionary and non-discretionary portfolio management using various securities. Financial planning covers investment, retirement, estate, tax, and other areas. Family office services cater to wealthy families' investment, legacy, and personal needs.
1124 Bristol St., Costa Mesa, CA, 92626