Momentum Funds (CRD# 134154) is a financial advisory firm headquartered in , . They manage $664,000 in 3 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management1MILLION
Total Number of Accounts3ACCOUNTS
Average Account Value$221,333
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Todd McVey (CRD# 2979422) is an Investment Advisor Representative working at Momentum Funds in Menlo Park, CA and has over 20 years of experience in the finance industry.