MOMENTUM INDEPENDENT NETWORK INC.

DALLAS, TX

214-859-1800

SEC #801-60812

Total AUM

$1.6B

Employees

Clients

2,879

Firm overview

Client Breakdown by AUM

AUM previous 5 years

Smooth Smooth / Detailed

Business

Principal Address

717 N. HARWOOD STREET
SUITE 3400
DALLAS
TX 75201
United States

Operating Hours

8:00 AM - 5:00 PM CST
Monday - Friday

Phone

214-859-1800

Other Offices

124

Financials

Total AUM

$1.6B

Accounts

4,721

Discretionary

$1B

Accounts

3,019

Non-Discretionary

$603.1M

Accounts

1,702

Clients

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Individual Clients

2,409

AUM

$703.2M

HNW Individual Clients

408

AUM

$854.8M

Pension/Profit Sharing Plan Clients

AUM

$11.1M

Charitable Organization Clients

AUM

$7.7M

Corporation or Business Clients

AUM

$32.6M

Services

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Services Offered

Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPublications

Compensation Types

Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM

Other Compensation

12B-1 FEES

Compliance

Disclosures

Other Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingPending Civil ProceedingPending Regulatory ProceedingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation

State Registrations

AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

Affiliates

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Affiliates

Reported 5 business affiliates.

Claimed Affiliates

Reported as an affiliate by 5 other businesses.