MOMENTUM INDEPENDENT NETWORK INC.

CRD 17587 · SEC 801-60812

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717 N. HARWOOD STREET, SUITE 3400, DALLAS, TX, 75201, United States

Phone

214-859-1800

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.61B

Discretionary AUM

$1.01B

Team

97 total employees; 97 advisory reps; 15 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees; 12B-1 FEES

Org form

Corporation

Filing date

2026-03-30

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicalsEducational seminars

Client types

Type	Clients	AUM
Individuals	2409	$703.2M
High net worth individuals	408	$854.8M
Pension/profit sharing plans	21	$11.1M
Charitable organizations	8	$7.7M
Corporations/business entities	33	$32.6M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD