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Optimus Advisory Group

6 Venture, Suite 200
Irvine, California 92618
United States
 
Contact :      Steve Rumsey
Phone :       877-885-7468
Fax :             949-727-4735
Email :         steve@optimusadvisory.com
Web :           http://www.optimusadvisory.com

Optimus Advisory Group Information

Type of organization : Limited Liability Company
Total Assets Managed ($Mil) : $70
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) :
Year Founded : 2008
Wrap Programs Offered? : No
# of Accounts Managed : 200
In-House Research : 100 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Optimus Advisory Group History

Background on Optimus Advisory Group: Were a RIA firm located in Southern California. Were members of the National Association of Active Investment Managers (NAAIM). Weve both been Registered Investment Advisors since the late 1990s. Our two independent RIA firms, Rumsey Asset Management and Hewitt Investment Advisory, merged back in 2008. We decided in late 2009 to drop our B/D affiliation and go 100% RIA-based.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
 
Limited Partnership :
 
Foundations :
ERISA :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : 2 Analysts : 0
Portfolio Managers : 1 Traders : 0
Client Service : 0 Operation : 0

Optimus Advisory Group Personnel

Mr.  Steve Rumsey

Portfolio Manager
Tel : 949-727-4734
Email: steve@optimusadvisory.com

Mr.  Paul Hewitt

President/CEO
Tel : 949-727-4734
Email: paul@optimusadvisory.com
Paul D. Hewitt, MBA Paul started his career in financial services in 1994. Paul earned his MBA from Claremont Graduate University. Paul, his wife Antoinette, and their two children reside in Tustin Ranch, California.

Optimus Advisory Group Product Name

Tactical High Yield:Privately Managed Accounts
Report Created: September,26 2020.  Copyright Money Manager Review , All rights Reserved.
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