Alpha Cubed Investments is an investment advisor in Irvine with $2.01 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
453688199
SEC advisor number
801-77372
FINRA CRD number
159347
AUM ?
$2.49 bn
(as of 6 Mar 24)
Accounts
4,537
(as of 6 Mar 24)
Employees
35
(25 investment advisory or research)
Address
Alpha Cubed Investments
18301 VON KARMAN AVE,
SUITE 900
IRVINE
CA 92612
18301 VON KARMAN AVE,
SUITE 900
IRVINE
CA 92612
Phone
800-701-2457
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
5 Feb 24
13F-HR
Quarterly holdings report by institutional manager
19 Oct 23
13F-HR
Quarterly holdings report by institutional manager
20 Jul 23
13F-HR
Quarterly holdings report by institutional manager
27 Apr 23
13F-HR
Quarterly holdings report by institutional manager
25 Jan 23
13F-HR
Quarterly holdings report by institutional manager
3 Nov 22
13F-HR
Quarterly holdings report by institutional manager
21 Jul 22
13F-HR
Quarterly holdings report by institutional manager
22 Apr 22
13F-HR
Quarterly holdings report by institutional manager
19 Jan 22
13F-HR
Quarterly holdings report by institutional manager
26 Oct 21