Optimus Advisory Group
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
Years of Experience
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Optimus Advisory Group Brokerage Details
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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
Paul Hewitt Work History
Paul has 14 years of experience.
Optimus Advisory Group
Sammons Securities Company, LLC
Paul Hewitt has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Optimus Advisory Group