Optimus Wealth Management Group, Inc.

Optimus Wealth Management Group, Inc. (CRD# 149256) is a financial advisory firm headquartered in Clifton Park, NY. They manage $20,109,428 in 245 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
1745 Route 9, Suite D, Clifton Park, NY 12065
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    245
    ACCOUNTS
  • Average Account Value
    $82,079
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
  • Pension consulting services
  • 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.

MA, NY, OH, TX

Financial Advisors at Optimus Wealth Management Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Philip Gallant, financial advisor Clifton Park NY
Philip C. Gallant
CRD#: 1157043
1745 Route 9, Suite D, Clifton Park, NY 12065

Philip Gallant (CRD# 1157043) is an Investment Advisor Representative working at Optimus Wealth Management Group, Inc. in Clifton Park, NY and has over 39 years of experience in the finance industry.

2
Amy Taylor, financial advisor Clifton Park NY
Amy L. Taylor
CRD#: 7420168
1745 Route 9, Suite D, Clifton Park, NY 12065

Amy Taylor (CRD# 7420168) is an Investment Advisor Representative working at Optimus Wealth Management Group, Inc. in Clifton Park, NY and has over 2 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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