Momentum Investment Research And Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 337269
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Momentum Investment Research and Management, LLC is a limited liability company focused on providing financial planning services and portfolio management primarily for individuals and small businesses. The firm emphasizes a personalized approach to investment management, tailoring strategies to meet the unique needs of its clients. While it does not engage in active ESG investing, Momentum Investment Research and Management aims to deliver value through thoughtful asset allocation and investment strategies.
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
Owners & executives
1 of 1William Hurst
Managing Member And Chief Compliance OfficerCRD 2970446
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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