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MOMENTUM ADVISORS
NEW YORK, NY
917-997-4297
SEC #801-73092Total AUM
$414.7M
Employees
10Clients
370Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1120 AVENUE OF THE AMERICAS
4TH FLOOR
NEW YORK
NY 10036
United States
4TH FLOOR
NEW YORK
NY 10036
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
917-997-4297
Other Offices
2
Financials
Total AUM
$414.7M
Accounts
370Discretionary
$412.5M
Accounts
367Non-Discretionary
$2.1M
Accounts
3
Clients
Individual Clients
220AUM
$94.4M
HNW Individual Clients
134AUM
$257M
Pooled Vehicle Clients
1AUM
$6.6M
Charitable Organization Clients
12AUM
$54.5M
Other Clients
3AUM
$2.1M
Description of Other Clients
NON-DISCRETIONARY INDIVIDUAL
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio ManagementPublications
Other Services
ADVICE ON FRANCHISE INVESTING
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
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Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.