MOMENTUM INDEPENDENT NETWORK INC.
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 17587
- Registered since
- January 18, 2002
- Website
- www.momentumin.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI53.11%
- Individuals43.69%
- Corporations / Businesses2.03%
- Pension & Profit Sharing Plans0.69%
- Charitable Organizations0.48%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Momentum Independent Network Inc. is a corporate broker-dealer and insurance broker that also operates as a capital allocator for individual, family and institutional clients. The firm provides financial planning and portfolio management services aimed at individuals and small businesses, in addition to selecting third‑party advisers, publishing investment periodicals, and running educational seminars and workshops. Its fee arrangements include percentage‑of‑AUM, hourly and fixed fees, among other structures. The firm has been SEC‑registered since 2002 and identifies itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities62%
- Public Funds/Mutual Funds32%
- US Government Bonds2%
- Investment Grade Corp Bonds2%
- State & Local Bonds1%
Owners & executives
3 of 6BONNIE Adams
ContractorCRD 2203919
JOSEPH EDGE
Chief Financial OfficerCRD 4326551
David Holleran
Chief Operating OfficerCRD 4799113
Contacts
3 of 214GREG REGAN
Registered RepresentativeCRD 1827385
JONATHAN SOBEL
Compliance OfficerCRD 7289455
JOHN MCGIRK
Registered RepresentativeCRD 2920557
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 717 N Harwood St
- Time zone
- CT (UTC-6)
- Office locations
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