Unclaimed Profile

Tammy Nguyen Lee

ALPHA CUBED INVESTMENTS, LLC·IRVINE, California

Clean recordALPHA CUBED INVESTMENTS, LLC

18301 VON KARMAN AVE., IRVINE, CA 92612CRD# 4984629Firm CRD# 159347

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Tammy Nguyen Lee · IRVINE, CA

Registration

CRD #4984629 · ALPHA CUBED INVESTMENTS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Tammy Nguyen Lee is a registered financial advisor based in IRVINE, California, affiliated with ALPHA CUBED INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

ALPHA CUBED INVESTMENTS, LLC

AUM

$2.5B

Regulatory assets under management

Employees

Total firm employees

View all advisors at ALPHA CUBED INVESTMENTS, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4984629

Firm CRD# 159347

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Tammy Nguyen Lee offer?

Tammy Nguyen Lee specializes in Financial Planning, Investment Management. Contact their office in IRVINE, California for a consultation.

What are Tammy Nguyen Lee's credentials?

Tammy Nguyen Lee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Tammy Nguyen Lee located?

Tammy Nguyen Lee is based in IRVINE, California, working with ALPHA CUBED INVESTMENTS, LLC. Their office serves clients in the IRVINE metropolitan area and surrounding communities.

How does Tammy Nguyen Lee charge for services?

Tammy Nguyen Lee's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALPHA CUBED INVESTMENTS, LLC?

ALPHA CUBED INVESTMENTS, LLC has approximately 35 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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