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MOMENTUM FINTECH LLC
CRD 292276
1945 PLEASANT HILL LN, LISLE, IL, 60532, United States
Phone
331-214-3079
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$7.3M
Discretionary AUM
$7.3M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 14 | $607K |
| High net worth individuals | 19 | $6.6M |
| Corporations/business entities | 1 | $104K |
Official SEC filing: View on IAPD