Shane
Whippo
Alpha Cubed Investments, LLC
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About this Advisor
Shane Whippo is a financial advisor based in Irvine, California, working with Alpha Cubed Investments, LLC. Shane has previously held positions at Whippo Asset Management LLC, Research Affiliates, LLC, and Alpha Cubed Investments, LLC. Shane has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Shane is part of Alpha Cubed Investments, LLC, which operates out of Irvine, California. The firm has 7 offices and 35 employees. The firm manages assets totaling $2.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Alpha Cubed Investments, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Alpha Cubed Investments, LLC Brokerage Details
$2,491,321,794
35
4,537
$549,112
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Shane Whippo Work History
Alpha Cubed Investments, LLC
Alpha Cubed Investments, LLC
Alpha Cubed Investments, LLC
Whippo Asset Management LLC
Research Affiliates, LLC
Disclosures
Please visit the SEC profile of Shane Whippo 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
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