MOMENTUM ADVISORS

RIASEC RegisteredEst. 2012

Total AUM

$415M

Discretionary

$413M

99% of AUM

Avg account

$1.1M

Accounts

370

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 159574
Registered since: February 7, 2012
Website: www.momentum-advisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI61.98%
Individuals22.76%
Charitable Organizations13.14%
Pooled Investment Vehicles1.6%
Other0.52%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Momentum Advisors operates as an independent registered investment adviser organized as an LLC and SEC-registered since 2012. Ownership is split between a domestic entity and an individual. The firm serves a mix of individual and family clients alongside institutional relationships and describes itself as a capital allocator that both selects outside managers and sponsors pooled vehicles. Compensation structures include asset-based fees, fixed fees and performance-linked fees. Service offerings extend beyond portfolio management to financial planning, pension-related consulting, selection of other advisers, and educational work such as seminars and published material. The firm also engages in insurance brokerage and the sale of other financial products. Momentum Advisors identifies as an active ESG investor, integrating environmental, social or governance considerations into its investment approach.