Momentum Financial and Insurance Services LLC

Overview

Momentum Financial and Insurance Services LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm combines advisory services with insurance brokerage capabilities and serves both individual/family clients and institutional clients. Its advisory offering centers on financial planning and portfolio management for individuals and small businesses, and it also provides manager selection services and educational seminars or workshops. Fee arrangements include both percentage-of-AUM billing and fixed-fee engagements. The firm identifies as a capital allocator, meaning it places client capital with third-party managers when appropriate. It does not position itself as an ESG-focused adviser and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives