MOMENTUM CAPITAL MANAGEMENT
Firm details
- Headquarters
- RENO, Nevada
- CRD number
- 339546
- Fee structure
- Percentage of AUM, Hourly Charges
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Momentum Capital Management is organized as a limited liability company and is owned by an individual. The firm provides financial planning and discretionary portfolio management targeted at individuals and small-business clients. Its fee model includes both a percentage-of-assets component and the option to bill on an hourly basis. Momentum Capital Management is not identified as an active ESG investor and is not listed as a pension consultant or as a related adviser to another firm.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1CREG SHAFFER
CEO and CCOCRD 5070346
Contacts
1 of 1CURTIS SHAFFER
Investment Advisor RepresentativeCRD 5601482
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
RENO, NV
WASHOE
Location
RENO, NV
Headquartered in RENO, NV, anchoring the Reno-Carson City-Fernley, NV metro in the West.
- Metro area
- Reno-Carson City-Fernley, NV
- Region
- West
- County
- WASHOE
- Address
- 10775 Double R Blvd
- Time zone
- PT (UTC-8)
- Office locations
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