Alpha Cubed Investments Revenue
Investment Management • 
Irvine, California, United States • 21-50 Employees
Alpha Cubed Investments revenue & valuation
| Annual revenue | $2,224,430 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $7,200,000 |
| Total funding | No funding |
Key Contacts at Alpha Cubed Investments
Brian Kofoed
Regional Director, Senior Vice President
Jared Oren
Director Of Financial Planning
Todd R. Walsh
Chief Executive Officer
Company overview
| Headquarters | 18301 Von Karman Ave., Suite 900, Irvine, CA 92612, US |
| Phone number | +18007012457 |
| Website | |
| NAICS | 5231 |
| SIC | 621 |
| Keywords | Options Trading, Cash Management, Enhanced Fixed Income, Us & International Equities |
| Founded | 2011 |
| Employees | 21-50 |
| Socials |
Alpha Cubed Investments Email Formats
Alpha Cubed Investments uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@alphacubedinvestments.com), used 76.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@alphacubedinvestments.com | 76.7% |
{first name}{last name} | johndoe@alphacubedinvestments.com | 20% |
{last name} | doe@alphacubedinvestments.com | 3.3% |
About Alpha Cubed Investments
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). Please see http://alphacubedinvestments.com/disclaimers for important disclosures. Alpha Cubed Investments, LLC (ACI) is a Registered Investment Adviser. This content is solely for informational purposes. Advisory services are only offered to clients or prospective clients where ACI and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. Please see our firm ADV for more information. Nothing herein constitutes investment advice or a recommendation to buy, sell, or hold a security. No advice may be rendered by ACI unless a client service agreement is in place. ACI content may contain forward looking statements including statements regarding our intent, belief, or current expectations with respect to market conditions. The audience is cautioned not to place undue reliance on these forward-looking statements. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. Forecasts and hypothetical examples are subject to uncertainty and contingencies outside Alpha Cubed Investments' control. All expressions of opinion reflect the judgment of the author and/or Alpha Cubed Investments as of the date of publication and are subject to change. The information is believed to be accurate but is not guaranteed or warranted by Alpha Cubed Investments. Content, research, tools, and stock or option symbols are for educational and illustrative purposes only and do not imply a recommendation or solicitation to buy or sell a particular security or to engage in any particular investment strategy.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Alpha Cubed Investments has 13 employees across 5 departments.
Departments
Number of employees
Funding Data
Alpha Cubed Investments has never raised funding before.
Alpha Cubed Investments Tech Stack
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