Trevor
Schwartz
Alpha Cubed Investments, LLC
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About this Advisor
Trevor Schwartz is a certified financial planner who works out of Irvine, California who has 1 year of relevant experience. Schwartz is an employee of Alpha Cubed Investments, LLC. During their career, Schwartz has held roles at Alpha Cubed Investments, LLC, Capital Group, Northwestern Mutual, University Of Arizona and Corona Del Mar High School. Schwartz is approved to advise clients in California. Alpha Cubed Investments, LLC is a company operating out of Irvine, CA. The investment advisory business has offices in seven locations and a total of 35 advisors. It has $2 billion in total assets among its 4,082 client accounts, placing it among the largest investment advisory firms in the United States 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 assets. Alpha Cubed Investments, LLC has a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules usually vary depending on which services the firm provides the client. Fee types billed by Alpha Cubed Investments, LLC can consist 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
Trevor Schwartz Work History
Trevor has been registered as a financial advisor for 1 years.*
Alpha Cubed Investments, LLC
Capital Group
Northwestern Mutual
University Of Arizona
Corona Del Mar High School
*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 Trevor Schwartz 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
