MOMENTUM ADVISORS

MOMENTUM ADVISORS, LLC

CRD 159574 · SEC 801-73092

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1120 AVENUE OF THE AMERICAS, 4TH FLOOR, NEW YORK, NY, 10036, United States

Phone

917-997-4297

Fax

917-720-9912

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$414.7M

Discretionary AUM

$412.5M

Team

10 total employees; 7 advisory reps

Clients

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-05-04

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminarsADVICE ON FRANCHISE INVESTING

Client types

Type	Clients	AUM
Individuals	220	$94.4M
High net worth individuals	134	$257.0M
Pooled investment vehicles	1	$6.6M
Charitable organizations	12	$54.5M

States served

CA, GA, LA, MD, MA, MN, NJ, NY, NC, PA, VA, TX, FL

All web addresses on file

https://X.COM/MOMENTUMADVICE
HTTP://WWW.MOMENTUM-ADVISORS.COM
https://www.instagram.com/themomentumadvisors
https://www.linkedin.com/company/momentum-advisors-llc

Official SEC filing: View on IAPD