Alpha Cubed Investments

Private Investment Firm California, United States ·Founded 2011

Overview

Independent SEC-registered investment advisory firm based in Irvine, California. Specializes in tailored investment solutions, focusing on growth, income, and balanced portfolios, primarily utilizing individual stocks and bonds alongside some exchange-traded funds (ETFs). Emphasizes fiduciary responsibility and comprehensive wealth management, serving high-net-worth individuals and families seeking objective advice and disciplined investment processes for long-term financial planning and asset allocation.

Investment Focus

  • Minimum fee of $1,500 for standalone Financial Plans
  • Maximum flat fee of $10,000 for standalone Financial Plans
  • Maximum hourly rate of $350 for Financial Planning & Consulting service
  • Fee based on assets under advisement not to exceed 1%
  • Family Office Services charged based on a percentage of assets under management, not to exceed a total of 1.50%

Get the full list of 54,000+ investors

Alpha Cubed Investments and every other firm and angel in the database — as one spreadsheet you keep.

$19one-time payment · no subscription
  • All 54,000+ investors — VC firms, private equity, family offices and angels
  • The key person to contact at each one, with their job title
  • Their work email address
  • Their phone number
  • Their LinkedIn profile
  • Delivered as a single .xlsx file — download it as many times as you like
Get the full list — $19 → One payment. No seats, no credits, no expiry. Already bought it? Sign in to download it again — no second payment.

Every profile on this site is one row of the file, with the contact details masked — browse a few before you buy.

Frequently asked questions about Alpha Cubed Investments

What sectors does Alpha Cubed Investments invest in?

Alpha Cubed Investments invests in Financial Services, and is based in California, United States. Alpha Cubed Investments is listed as a private investment firm in the ConnectSafely investor database.

What stage does Alpha Cubed Investments invest at?

Alpha Cubed Investments backs companies at Growth, writing cheques of 1.5K - 10K.

Which regions does Alpha Cubed Investments invest in?

Alpha Cubed Investments invests across United States.

Last updated · Source: ConnectSafely investor database

Similar investors

Carpenter & Company Private Equity · California, United States
42 North Partners Family Office · Michigan, United States
GE Equity Corporate VC · Connecticut, United States
HSBC Private Bank Private Investment Firm · England, United Kingdom
Kaulig Capital Private Investment Firm · Ohio, United States
Adama Partners Private Investment Firm · New York, United States