Alpha Cubed Investments LLC
Legal Name: ALPHA CUBED INVESTMENTS, LLC
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, a California-based Limited Liability Company, employs 36 individuals, 26 of whom serve in advisory positions. Despite the unknown number of clients, the firm remains in good standing with the U.S. Securities and Exchange Commission, with an "Approved" status dating back to November 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
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CHRISTINA MARIE CONATSER
CHIEF COMPLIANCE OFFICER owns less than 5%
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DARIN ALBERT SIMONIAN
MEMBER owns more than 5% but less than 10%
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GLENDON CHARLES TRULLINGER
MEMBER owns less than 5%
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GREGORY A. KORBEKIAN
MEMBER owns less than 5%
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MARION ANTHONY JABCZENSKI
MEMBER owns less than 5%
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MARJORIE ROSE CARLONI
MEMBER owns less than 5%
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TODD ALAN SIXT
MEMBER owns less than 5%
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TODD RANDALL WALSH
MANAGING MEMBER owns 75% or more
Firms Located Nearby
News
Top Holdings
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- 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