Momentum Independent Network Inc.

Overview

Momentum Independent Network Inc. is a corporate insurance broker-dealer that also provides advisory services to individuals, families and institutional clients. Registered with the SEC since 2002, the firm functions as a capital allocator and combines brokerage and insurance distribution with advisory activities such as financial planning, portfolio management for individuals and small businesses, selection of third-party advisers, publication of investment periodicals, and educational seminars. The firm charges a mix of fee types (percentage of AUM, hourly, fixed and other arrangements) and is identified as an active ESG investor, indicating ESG considerations are incorporated into at least some client solutions.

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Public Holdings

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Location & Offices