Alpha Cubed Investments LLC - IRVINE , CA | Avoid Fraud, Get The Facts, And Find The Best

Full Contact Details

Alpha Cubed Investments LLC

3333 MICHELSON DR., SUITE 620, IRVINE, CA

(800) 701-2457

(877)722-4249

Other Info

Alpha Cubed Investments LLC is legally known as ALPHA CUBED INVESTMENTS, LLC. It is a CA Limited Liability Company. This firm has 36 employees, of which 26 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Nov 15, 2012.

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Alpha Cubed Investments is an independent, SEC-registered investment advisory company. The firm offers income, balanced, and growth portfolios, as well as custom portfolios, primarily utilizing individual stocks and bonds with some ETFs (exchange-traded funds).

Direct Owners

CHRISTINA MARIE CONATSER
CHIEF COMPLIANCE OFFICER owns less than 5%
DARIN ALBERT SIMONIAN
MEMBER owns more than 5% but less than 10%
GLENDON CHARLES TRULLINGER
MEMBER owns less than 5%
GREGORY A. KORBEKIAN
MEMBER owns less than 5%
MARION ANTHONY JABCZENSKI
MEMBER owns less than 5%
MARJORIE ROSE CARLONI
MEMBER owns less than 5%
TODD ALAN SIXT
MEMBER owns less than 5%
TODD RANDALL WALSH
MANAGING MEMBER owns 75% or more

Firms Located Nearby

All Firms Located Nearby

Top Holdings

Period of report: Jun 30, 2019 | Effectiveness Date: Jul 19, 2019

Apple Inc $39,453k
COCA-COLA CO $22,173k
BHP BILLITON LTD $20,357k
INTEL CORP $19,950k
Amazon.com Inc $19,607k
AMGEN INC $19,330k
CISCO SYSTEMS INC $19,289k
Exxon Mobil Corp $19,158k
EATON CORPORATION $17,459k
ISHARES TR BARCLAYS 7 10 YR $16,410k

All Holdings of the Alpha Cubed Investments LLC