C Cubed LLC is an internet adviser based in Lafayette. It manages $20 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of Colorado.
C Cubed provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of C Cubed LLC is $20 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay C Cubed LLC for their services and products based on performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where C Cubed LLC performs its advisory services is located at 577 Indian Peaks Trl W, Lafayette, CO 80026, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 303-909-7580. The normal business hours are 7:30am-4:30pm on Monday - Friday. You can find more information about the New York firm at volatilityprofessor.com.