Optimus Advisory Group

Optimus Advisory Group (CRD# 111239) is a financial advisory firm headquartered in Irvine, CA. They manage $27,650,000 in 398 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    398
    ACCOUNTS
  • Average Account Value
    $69,472
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Optimus Advisory Group
Showing 1 - 2 of 2 top financial advisors.
1
Paul D. Hewitt
CRD#: 2477273
6 Venture, Suite 200, Irvine, CA 92618
93
Wealthminder
score

Paul Hewitt (CRD# 2477273) is an Investment Advisor Representative working at Optimus Advisory Group in Irvine, CA and has over 22 years of experience in the finance industry.

2
Steve K. Rumsey
CRD#: 2572676
6 Venture, Suite 200, Irvine, CA 92618
93
Wealthminder
score

Steve Rumsey (CRD# 2572676) is an Investment Advisor Representative working at Optimus Advisory Group in Irvine, CA and has over 21 years of experience in the finance industry.

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