Momentum Investment Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 153040
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI65.82%
- Individuals34.18%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Momentum Investment Management, LLC is an independent, Massachusetts-registered investment adviser organized as an LLC and owned by an individual principal. The firm serves individuals and families and provides financial planning and portfolio management for individual clients and small businesses. Its billing combines a percentage-of-AUM fee schedule with the ability to charge hourly for planning or advisory work. Momentum reports no role as a capital allocator, is not identified as an active ESG investor, and does not position itself as a multi-state or pension consulting adviser.
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 Equities84%
- Cash & Cash Equivalents12%
- Public Funds/Mutual Funds4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations