Momentum Capital Management

Overview

Momentum Capital Management is a small, privately held limited liability company that provides financial planning and portfolio management for individuals and small-business clients. The firm is owned by an individual and charges clients on a percentage-of-assets basis as well as hourly fees. Momentum does not identify itself as an active ESG investor and is not listed as a pension consultant or related adviser. The firm’s classification in the source data is unclassified and it is not described as a capital allocator.

Investments & Alternatives

Location & Offices