Steve
Rumsey

Optimus Advisory Group

CRD#2572676
Investment Advisor
in Irvine, CA

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About this Advisor

Steve Rumsey is a financial advisor who works in Irvine, California, with a total of 14 years of professional experience. Rumsey is an advisor for Optimus Advisory Group. Over the course of their career, they have held roles at Sammons Securities Company, LLC and Optimus Advisory Group. Rumsey maintains a Series 63 license, which qualifies them as a securities agent, and is registered to operate in California and Texas. Optimus Advisory Group is an advisory firm headquartered in Irvine, California. It oversees $79 million in assets between its 1,120 customer accounts, placing it among the smaller financial advisory firms in the country by assets under management. Of its 1,120 client accounts, just 4% belong to high-net-worth clients who have at least $1 million in investable assets. Optimus Advisory Group performs a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Financial advisory fee schedules vary depending on the services provided. However, fee types charged by Optimus Advisory Group most likely include some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63

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

Steve Rumsey Work History

Steve has 14 years of experience.

2008 - Present (12 years)

Optimus Advisory Group

2006 - Present (14 years)

Sammons Securities Company, LLC

Disclosures

Steve Rumsey has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Optimus Advisory Group

Steve Rumsey
Irvine, CA
Paul Hewitt
Irvine, CA

This content was compiled from the SEC and FINRA.

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