MOMENTUM INDEPENDENT NETWORK INC.
Total AUM
$1.6B
Employees
97Clients
2,879Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
717 N. HARWOOD STREET
SUITE 3400
DALLAS
TX 75201
United States
SUITE 3400
DALLAS
TX 75201
United States
Operating Hours
8:00 AM - 5:00 PM CST
Monday - Friday
Monday - Friday
Phone
214-859-1800
Other Offices
124
Financials
Total AUM
$1.6B
Accounts
4,721Discretionary
$1B
Accounts
3,019Non-Discretionary
$603.1M
Accounts
1,702
Clients
Individual Clients
2,409AUM
$703.2M
HNW Individual Clients
408AUM
$854.8M
Pension/Profit Sharing Plan Clients
21AUM
$11.1M
Charitable Organization Clients
8AUM
$7.7M
Corporation or Business Clients
33AUM
$32.6M
Services
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
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.