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Tammy Nguyen Lee

ALPHA CUBED INVESTMENTS, LLC·IRVINE, California
Unclaimed Profile
18301 VON KARMAN AVE., IRVINE, CA 92612CRD# 4984629Firm CRD# 159347
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ALPHA CUBED INVESTMENTS, LLC
ALPHA CUBED INVESTMENTS, LLC
AUM
$2.5B
Regulatory assets under management
Employees
35
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4984629
Firm CRD# 159347
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in IRVINE
Seong Hwan Lee — KLK PARTNERS LLCCharles Daniel Martin — MONT PELERIN CAPITAL, LLCCarlos Alberto Ferreira — PACIFIC ALTERNATIVE ASSET MANAGEMENT CO LLCAllen Adham — TENFOLD CAPITAL MANAGEMENT, LLCAlvin David Kang — KLK PARTNERS LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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