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MOMENTUM FINANCIAL STRATEGIES, LLC
CRD 315885
12603 SOUTHWEST FRWY, SUITE 640, STAFFORD, TX, 77477, United States
Phone
281-491-2285
Fax
281-491-1650
Registration
— (—)
Source
State registered
Total AUM
$1.2M
Discretionary AUM
$130K
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2025-03-21
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 22 | $130K |
| Pension/profit sharing plans | 1 | $1.1M |
Official SEC filing: View on IAPD