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THE INFORMED MOMENTUM COMPANY LLC
CRD 144908 · SEC 801-70305
215 HIGHWAY 101, SUITE 216, SOLANA BEACH, CA, 92075, United States
Phone
760-479-5080
Fax
760-633-1431
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.49B
Discretionary AUM
$1.49B
Team
22 total employees; 13 advisory reps; 13 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 3 | $131.5M |
| Pooled investment vehicles | 4 | $291.0M |
States served
CA, WA
All web addresses on file
Official SEC filing: View on IAPD