Momentum Advisors
Momentum Advisors (CRD# 159574) is a financial advisory firm headquartered in New York, NY. They manage $353,137,993 in 301 accounts and serve the financial needs of clients across 14 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management353MILLION
-
Total Number of Accounts301ACCOUNTS
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Average Account Value$1,173,216
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CT, DC, FL, GA, LA, MA, MD, NC, NJ, NY, PA, TX, VA
Financial Advisors at Momentum Advisors
1
Jason Mahabirsingh (CRD# 4009379) is an Investment Advisor Representative working at Momentum Advisors in New York, NY and has over 19 years of experience in the finance industry.
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