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MOMENTUM ADVISORS

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

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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

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