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OPTIMUS ADVISORY GROUP
OPTIMUS ADVISORY GROUP, LLC
CRD 111239
6 VENTURE, SUITE 200, IRVINE, CA, 92618, United States
Phone
949-727-4734
Fax
949-727-4735
Registration
— (—)
Source
State registered
Total AUM
$35.0M
Discretionary AUM
$34.2M
Team
2 total employees; 2 advisory reps; 77 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; SUB-ADVISORY FEES & STRATEGY LICENSE ROYALTIES
Org form
Limited Liability Company
Filing date
2026-01-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersADVICE FOR INVESTMENT ADVISORS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 62 | $10.9M |
| High net worth individuals | 13 | $20.1M |
| Other investment advisers | 2 | $3.9M |
All web addresses on file
Official SEC filing: View on IAPD