Momentum Capital Management

Overview

Momentum Capital Management is organized as a limited liability company owned by an individual and delivers financial planning and portfolio management services targeted at individuals and small businesses. Its stated billing approach combines an asset-based fee and hourly billing for advisory work. The firm does not identify itself as an active ESG investor, and it is not listed as a pension consultant or a related adviser. The record does not disclose the year the firm registered with the SEC.

Assets & Accounts

Investments & Alternatives

Location & Offices