Alpha Cubed Investments, LLC at 18301 Von Karman Ave STE 900, Irvine, Ca 92612 lists Todd Walsh of Irvine, CA as the associate.
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Todd Walsh
Individual Agent
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18301 VON KARMAN AVE STE 900, IRVINE, CA 92612
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Todd Walsh
CEO
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18301 VON KARMAN AVE STE 900, IRVINE, CA 92612
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Todd Walsh
Manager
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18301 VON KARMAN AVE STE 900, IRVINE, CA 92612
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18301 VON KARMAN AVE STE 900, IRVINE, CA 92612
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
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| 2023 | Plan NameALPHA CUBED INVESTMENTS LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY27 / 29 Assets BOY/EOY$841,550 / $1,461,321 | 2023 | ALPHA CUBED INVESTMENTS LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 27 / 29 | $841,550 / $1,461,321 |
| 2022 | Plan NameALPHA CUBED INVESTMENTS LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY21 / 27 Assets BOY/EOY$776,194 / $841,550 | 2022 | ALPHA CUBED INVESTMENTS LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 21 / 27 | $776,194 / $841,550 |
| 2021 | Plan NameALPHA CUBED INVESTMENTS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY18 / 21 Assets BOY/EOY$466,577 / $776,194 | 2021 | ALPHA CUBED INVESTMENTS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 18 / 21 | $466,577 / $776,194 |
| 2020 | Plan NameALPHA CUBED INVESTMENTS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY15 / 18 Assets BOY/EOY$272,661 / $466,577 | 2020 | ALPHA CUBED INVESTMENTS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 15 / 18 | $272,661 / $466,577 |
| 2019 | Plan NameALPHA CUBED INVESTMENTS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY14 / 15 Assets BOY/EOY$107,864 / $272,661 | 2019 | ALPHA CUBED INVESTMENTS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 14 / 15 | $107,864 / $272,661 |
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Alpha Cubed Investments, LLC
Registered in Nevada
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Irvine, CA | View Report | |
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Alpha Cubed Investments Holdings, LLC
Registered in California
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Newport Beach, CA | View Report | |
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Alpha Cubed Investments Institutional, LLC
Registered in California
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Irvine, CA | View Report | |
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Alpha Cubed Investments, LLC
Registered in Washington
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Seattle, WA Irvine, CA (1 more) | View Report |
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Newport Wealth Strategies Inc.
Registered in California
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Irvine, CA | View Report | |
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Trw Investments, LLC
Registered in California
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Irvine, CA | View Report | |
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Freewill Financial Corporation
Registered in Colorado
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Centennial, CO Irvine, CA | View Report | |
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Freewill Financial Corporation
Registered in Oregon
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Irvine, CA Newport Beach, CA | View Report | |
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Aag Services Company, Inc.
Registered in California
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Anaheim, CA Irvine, CA | View Report | |
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Red Bridge Holdings, Inc.
Registered in California
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Irvine, CA | View Report | |
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Aci Wealth Management & Insurance Services, LLC
Registered in California
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Irvine, CA | View Report | |
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Freewill Financial Corporation
Registered in Washington
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Irvine, CA | View Report | |
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Commodergy, Inc.
Registered in California
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Irvine, CA | View Report |
The following government agencies have contributed data:
California Secretary of State U.S. Department of Labor