Momentum Investment Management, LLC

Overview

Momentum Investment Management, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its typical fee arrangements combine a percentage-of-assets-under-management schedule with hourly charges for advisory work. Momentum does not identify itself as a multi-state adviser, pension consultant, capital allocator, or a related adviser. The firm is not flagged as an active ESG investor. The year of SEC registration is not provided in the source material.

Assets & Accounts

Public Holdings

Investments & Alternatives