Paul
Hewitt

Optimus Advisory Group

CRD#2477273
Investment Advisor
in Irvine, CA

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About this Advisor

Paul Hewitt is a financial advisor who works in Irvine, California, who has 14 years of work experience. Hewitt works at Optimus Advisory Group. Hewitt has gained experience at Sammons Securities Company, LLC and Optimus Advisory Group. Hewitt has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in California and Texas. Optimus Advisory Group is a financial advisory company that has its headquarters in Irvine, California. It controls $79 million in total assets between its 1,120 customer accounts, making it one of the smaller firms in the country by assets under management. Of its 1,120 accounts, just 4% are held by high-net-worth individuals who have more than $1 million in investable assets. Optimus Advisory Group offers a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fees for financial management typically are based on which services are offered. Fees charged by Optimus Advisory Group most likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

6 Venture Suite 200
Irvine, CA 92618

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Optimus Advisory Group Brokerage Details

Total Assets Under Management

$79,328,000

CA Average: $7,578,581,321
Total Number of Employees

2

CA Average: 43
Total Number of Accounts

1,120

CA Average: 3,727
Average Account Size

$70,829

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Paul Hewitt Work History

Paul has 14 years of experience.

2008 - Present (12 years)

Optimus Advisory Group

2006 - Present (14 years)

Sammons Securities Company, LLC

Disclosures

Paul Hewitt has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Optimus Advisory Group

Paul Hewitt
Irvine, CA
Steve Rumsey
Irvine, CA

This content was compiled from the SEC and FINRA.

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