Optimus Advisory Group

Optimus Advisory Group (CRD# 111239) is a financial advisory firm headquartered in Irvine, CA. They manage $61,400,000 in 593 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
6 Venture, Suite 200, Irvine, CA 92618
https://www.linkedin.com/company/optimus-advisory-group/
By the Numbers
  • Total Assets Under Management
    61
    MILLION
  • Total Number of Accounts
    593
    ACCOUNTS
  • Average Account Value
    $103,541
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TN, TX

Financial Advisors at Optimus Advisory Group
Showing 1 - 2 of 2 top financial advisors.
1
Paul Hewitt, financial advisor Irvine CA
Paul D. Hewitt
CRD#: 2477273
6 Venture, Suite 200, Irvine, CA 92618

Paul Hewitt (CRD# 2477273) is an Investment Advisor Representative working at Optimus Advisory Group in Irvine, CA and has over 29 years of experience in the finance industry.

2
Steve Rumsey, financial advisor Irvine CA
Steve K. Rumsey
CRD#: 2572676
6 Venture, Suite 200, Irvine, CA 92618

Steve Rumsey (CRD# 2572676) is an Investment Advisor Representative working at Optimus Advisory Group in Irvine, CA and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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