Hans
Ewert
Alpha Cubed Investments, LLC
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About this Advisor
Hans Ewert is a financial advisor based out of Irvine, California with 12 years of relevant experience. Ewert is on the advisory team at Alpha Cubed Investments, LLC. Throughout their career, they have worked at Alpha Cubed Investments, LLC and The Leaders Group, Inc. Ewert maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in California. Alpha Cubed Investments, LLC is a financial advisory company operating out of Irvine, CA. The company has offices in seven locations and a total of 35 employees. It controls $2 billion in assets under management between its 4,082 client accounts, making it one of the largest investment advisory firms in the country by assets under management. Of its 4,082 customer accounts, 52% are associated with high-net-worth individuals who have at least $1 million in investable assets. The company has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice usually vary depending on which services are provided. Fee types billed by Alpha Cubed Investments, LLC likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Alpha Cubed Investments, LLC Brokerage Details
$1,955,324,378
35
4,082
$479,011
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Hans Ewert Work History
Hans has been registered as a financial advisor for 12 years.*
The Leaders Group, Inc
Alpha Cubed Investments, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Hans Ewert to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Alpha Cubed Investments, LLC
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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