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      Alpha Cubed Investments

      ( 5 Reviews )

      Alpha Cubed Investments
      • 18301 Von Karman Ave # 900
        Irvine, CA 92612
      •   800-701-2457
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      Chamber Rating

      4.4 - (5 reviews)
      4
      0
      0
      1
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      Read Our 5 Reviews

      Chamber Rating

      4.4 - (5 reviews)
      4
      0
      0
      1
      0
      › ‹
      • Steve Whittier


        Mar 6th, 2023

      • Ann Gallagher

        My husband and I wanted to get our investments out of an old union 401k plan with poor mutual fund investment choices. We wanted to buy individual stocks and someone to manage our money personally. Alpha Cubed helped us complete the rollover and they have helped invest our assets during a crazy year in the market. Our wealth manager also met with me in person to discuss other investment choices.
        Dec 9th, 2022

      • Connie Langley

        I am a retiree and have recently moved all of my investments to Alpha Cubed and am very satisfied with the service and expertise of my advisor and his team. I highly recommend them to all my friends or anyone that asks me about investing in stocks.
        Aug 17th, 2022

      • Niccolo DeFranco

        Antiquated
        May 9th, 2021

      • berni landau

        Was a customer for about a year and was disappointed with the overall performance of my managed portfolio. I would have fared better simply investing in an S&P 500 ETF. For the fees being charged I expected more timely trades and better communication than I received. I was also unhappy with a "wash sale" that they created - which they only acknowledged as being a mistake 2 months after the fact. This just underscores that internally they are not all on the same page at times.
        Dec 20th, 2018

      Read Our 5 Reviews

      About
      Alpha Cubed Investments

      Alpha Cubed Investments is located at 18301 Von Karman Ave # 900 in Irvine, California 92612. Alpha Cubed Investments can be contacted via phone at 800-701-2457 for pricing, hours and directions.

      Contact Info

      •   800-701-2457

      Questions & Answers

      Q What is the phone number for Alpha Cubed Investments?

      A The phone number for Alpha Cubed Investments is: 800-701-2457.

      Q Where is Alpha Cubed Investments located?

      A Alpha Cubed Investments is located at 18301 Von Karman Ave # 900, Irvine, CA 92612

      Q What is the internet address for Alpha Cubed Investments?

      A The website (URL) for Alpha Cubed Investments is: http://alphacubedinvestments.com/

      Q How is Alpha Cubed Investments rated?

      A Alpha Cubed Investments has a 4.4 Star Rating from 5 reviewers.

      Ratings and Reviews
      Alpha Cubed Investments

      Overall Rating

      Overall Rating
      ( 5 Reviews )
      4
      0
      0
      1
      0
      Write a Review

      Steve Whittier on Google

      image

      Ann Gallagher on Google

      image My husband and I wanted to get our investments out of an old union 401k plan with poor mutual fund investment choices. We wanted to buy individual stocks and someone to manage our money personally. Alpha Cubed helped us complete the rollover and they have helped invest our assets during a crazy year in the market. Our wealth manager also met with me in person to discuss other investment choices.

      Connie Langley on Google

      image I am a retiree and have recently moved all of my investments to Alpha Cubed and am very satisfied with the service and expertise of my advisor and his team. I highly recommend them to all my friends or anyone that asks me about investing in stocks.

      Niccolo DeFranco on Google

      image Antiquated

      berni landau on Google

      image Was a customer for about a year and was disappointed with the overall performance of my managed portfolio. I would have fared better simply investing in an S&P 500 ETF. For the fees being charged I expected more timely trades and better communication than I received. I was also unhappy with a "wash sale" that they created - which they only acknowledged as being a mistake 2 months after the fact. This just underscores that internally they are not all on the same page at times.

      Overall Rating

      Overall Rating
      ( 5 Reviews )
      4
      0
      0
      1
      0

      Write a Review

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