Judith
Puette
Alpha Cubed Investments, LLC
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About this Advisor
Judith Puette is a financial advisor based out of Irvine, California. Puette is on the advisory team at Alpha Cubed Investments, LLC. Over the course of their career, they have held roles at Alpha Cubed Investments, LLC, Financial Catalyst Group and Protected Investors Of America. Puette maintains Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in California. Alpha Cubed Investments, LLC is a registered investment firm that has its headquarters in Irvine, CA. The company has offices in seven locations and a total of 35 people on staff. It controls $2 billion in assets among its 4,082 client accounts, making it one of the largest firms in the country by assets under management. Of its 4,082 client accounts, 52% belong to high-net-worth clients who have greater than $1 million in assets. Alpha Cubed Investments, LLC offers a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees usually vary depending on which services are offered. Fees charged by Alpha Cubed Investments, LLC likely include any blend 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
Judith Puette Work History
Judith has been registered as a financial advisor for 0 years.*
Alpha Cubed Investments, LLC
Alpha Cubed Investments, LLC
Protected Investors Of America
Financial Catalyst Group
*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 Judith Puette 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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