Optimus Advisory Group
Optimus Advisory Group (CRD# 111239) is a financial advisory firm headquartered in Irvine, CA. They manage $47,808,000 in 1,143 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management48MILLION
Total Number of Accounts1,143ACCOUNTS
Average Account Value$41,827
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Paul Hewitt (CRD# 2477273) is an Investment Advisor Representative working at Optimus Advisory Group in Irvine, CA and has over 24 years of experience in the finance industry.
Steve Rumsey (CRD# 2572676) is an Investment Advisor Representative working at Optimus Advisory Group in Irvine, CA and has over 23 years of experience in the finance industry.