Alpha Cubed Investments

  • Investment Bank/Securities Brokerage
  • Irvine CA
  • 37 employees
  • Investment Management
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Company Overview

Headquarters
18301 Von Karman Ave. Suite 900, Irvine CA
Website
alphacubedinvestments.com
Phone
(800) 701-2457
Employees
37
Founded in
2011
Industry
Investment Bank/Securities Brokerage
NAICS Code
NAICS Code 52 Companies
NAICS Code 5239 Companies
NAICS Code 523 Companies
SIC Code
SIC Code 62 Companies
SIC Code 621 Companies
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Financials & Stats

Revenue

$10B

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Who is Alpha Cubed Investments

Alpha Cubed Investments is an independently owned investment advisory company based in Irvine, California. The firm employs 37 individuals and generates annual revenue of $10.3 million. Alpha Cubed Investments specializes in providing a range of investment solutions, including income, balanced, growth, and custom portfolios. The firm primarily utilizes individual stocks and bonds in its portfolio construction, with some allocation to exchange-traded funds (ETFs). Alpha Cubed Investments distinguishes itself as a leader in investment management, catering to a clientele seeking tailored financial strategies. For further information or to discuss your investment needs, please visit Alpha Cubed Investments' website at alphacubedinvestments.com or consult their official disclosures at http://alphacubedinvestments.com/disclaimers.

Company Leadership

Todd Walsh

Chief Executive Officer

Phone Email

Alpha Cubed Investments Industry Tags

Enhanced Fixed Income
US & International Equities
Options Trading
Cash Management
Investment Bank/Securities Brokerage
Management Investment
Open-ended
Investment Management
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Alpha Cubed Investments Tech Stack

JavaScript
HTML
PHP
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10M Santa Monica, CA 2012
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10M 11 2013
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FAQ

What is the location of Alpha Cubed Investments's headquarters?
The headquarters of Alpha Cubed Investments are situated at 18301 Von Karman Ave. Suite 900, Irvine CA
What is Alpha Cubed Investments's phone number?
Alpha Cubed Investments's contact number is (800) 701-2457.
What is Alpha Cubed Investments's official website?
The official website of Alpha Cubed Investments can be found at alphacubedinvestments.com.
What is Alpha Cubed Investments's current revenue?
As of June 2021, Alpha Cubed Investments's annual revenue reached $10B.
How many employees does Alpha Cubed Investments currently have?
Alpha Cubed Investments employs approximately 37+ people as of June 2021
Which industries is Alpha Cubed Investments primarily operating in?
Alpha Cubed Investments operates in the following industries: Investment Management
Who is the Chief Executive Officer of Alpha Cubed Investments?
Alpha Cubed Investments's Chief Executive Officer is Todd Walsh
What are Alpha Cubed Investments's industry tags?
Alpha Cubed Investments's industry tags include: Enhanced Fixed Income, US & International Equities, Options Trading
When was Alpha Cubed Investments founded?
Alpha Cubed Investments was founded in 2011.

Employee Directory

Key Employees

Tod Walsh

Chief Executive Officer & Portfolio Manager

Phone Email

Christine Barr

Client Services Supervisor

Phone Email

Glendon Trullinger

Chief Investment Officer

Phone Email

Amanda Nichols

Senior Client Services Specialist

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