Momentum Advisors

RIASEC RegisteredEst. 2012

Total AUM

$415M

Discretionary

$413M

99% of AUM

Avg account

$1.1M

Accounts

370

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 159574
Registered since: February 7, 2012
Website: www.momentum-advisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI61.98%
Individuals22.76%
Charitable Organizations13.14%
Pooled Investment Vehicles1.6%
Other0.52%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Momentum Advisors is an independent RIA organized as an LLC and registered with the SEC since 2012. The firm serves both individual/family and institutional clients and operates as a capital allocator. Its advisory scope includes financial planning, discretionary portfolio management across individual, pooled and institutional mandates, pension consulting, and selection of other advisers; the firm also publishes periodicals and runs educational seminars. Business activities include insurance brokerage and other financial product sales. Momentum Advisors charges a mix of percentage-of-AUM, fixed, and performance-based fees. The firm reports being an active ESG investor.