National Retirement Planning Experts

National Coverage
Local Professionals

MOMENTUM ADVISORS

Tel: 917-997-4297
1120 Avenue Of The Americas
4th Floor
New York, New York  10036

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

MOMENTUM ADVISORS

MOMENTUM ADVISORS is a New York, New York based financial advisory firm with nearly $353,137,993 in assets under management and provides investment advisory services for 301 clients. There are currently 9 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Publication of periodicals and newsletters , Education seminars/workshops , Other (ADVICE ON FRANCHISE INVESTING)

Fee Structure:

A percentage of AUM, Fixed fees, Performance Based

Firm CRD#:

159574

SEC#:

801-73092

No. of Clients:

301

Assets under Management

$353,137,993

No. of Advisors:

9

More Financial Advisory Firms in New York, New Jersey

Financial Advisory FirmFirm CRD#No. of Advisors
PGIM, INC. 1056761705
UBS FINANCIAL SERVICES INC. 817412701
MANAGED ACCOUNT ADVISORS LLC 14255861
METLIFE INVESTMENT MANAGEMENT, LLC 142463925
BLACKROCK INVESTMENT MANAGEMENT, LLC 1089281483
PGIM INVESTMENTS LLC 105670558

More Firms in New York, New Jersey >>