ALPHA CUBED INVESTMENTS, LLC

IRVINE, California·8 registered advisors·CRD# 159347
SEC# 801-773727(800) 701-2457
01

Firm Overview

AUM
$2.5B
Regulatory assets under management
Employees
35
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ALPHA CUBED INVESTMENTS, LLC

8 registered advisors
Darin Albert Simonian
IRVINE, California
Glendon Charles Trullinger
IRVINE, California
Gregory A. Korbekian
IRVINE, California
Jared Raymond Oren
IRVINE, California
CFP
Marion Anthony Jabczenski
IRVINE, California
Tammy Nguyen Lee
IRVINE, California
CFP
Todd Alan Sixt
IRVINE, California
Todd Randall Walsh
IRVINE, California
05

Office Locations

IRVINE, California
8 advisors

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Data sourced from SEC Form ADV filings. ALPHA CUBED INVESTMENTS, LLC (CRD# 159347) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.