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Alexson Bros. (Irvine)


Alexson Bros. is an adviser based in Irvine. It manages $9.6 million of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of California.

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Alexson Bros provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and family office services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Alexson Bros: assets under management

The assets under management (AUM) of Alexson Bros. is $9.6 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $9.6 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $640 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Alexson Bros. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Irvine

The principal office where Alexson Bros. performs its advisory services is located at 4790 Irvine Blvd., Irvine, CA 92620 The mailing address of the firm is 4790 Irvine Blvd, Suite 105 157, Irvine, CA 92620. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 800-735-8957. The normal business hours are by appointment on Monday - Friday. You can find more information about the New York firm at alexsoninvest.com/.


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