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Building 2THE INFORMED MOMENTUM COMPANY LLC

Map pinSOLANA BEACH, CA
Phone760-479-5080
NotebookSEC #801-70305
Total AUM
$1.5B
Employees
22
Clients
9

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
215 HIGHWAY 101
SUITE 216
SOLANA BEACH
CA 92075
United States
Operating Hours
6:00 AM - 4:00 PM
Monday - Friday
Phone
760-479-5080
Other Offices
1

ReceiptFinancials

Total AUM
$1.5B
Accounts
13
Discretionary
$1.5B
Accounts
13
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
3
AUM
$131.5M
Pooled Vehicle Clients
4
AUM
$291M
Pension/Profit Sharing Plan Clients
1
AUM
$53.1M
Government Entity Clients
1
AUM
$1B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAWA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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