MOMENTUM FINANCIAL STRATEGIES, LLC
Firm details
- Headquarters
- STAFFORD, Texas
- CRD number
- 315885
- Custodians
- EMPOWER FINANCIAL SERVICES, INC.
- Fee structure
- Percentage of AUM
- Client types
- Pension & Profit Sharing Plans89.27%
- Individuals10.73%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Momentum Financial Strategies, LLC operates as a limited liability company focused on providing portfolio management and pension consulting services. The firm caters to both individual and institutional clients, emphasizing a fee structure based on a percentage of assets under management. While it does not actively engage in ESG investing, Momentum Financial Strategies also functions as an insurance broker, adding another layer to its service offerings. The firm is not classified under any specific category and does not allocate capital to external fund managers.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities100%
Contacts
1 of 1BILAL AQUIL
AdvisorCRD 4480909
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
STAFFORD, TX
FORT BEND
Location
STAFFORD, TX
Headquartered in STAFFORD, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- FORT BEND
- Address
- 12603 Southwest Fwy
- Time zone
- CT (UTC-6)
- Office locations
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