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
1120 Avenue Of The Americas, 4th Floor, New York, NY 10036
https://twitter.com/momentumadvice
By the Numbers
  • Total Assets Under Management
    353
    MILLION
  • Total Number of Accounts
    301
    ACCOUNTS
  • 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
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
Showing 1 - 1 of 1 top financial advisors.
1
Jason Mahabirsingh, financial advisor New York NY
Jason Mahabirsingh
CRD#: 4009379
1120 Avenue Of The Americas, 4th Floor, New York, NY 10036

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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