Momentum Investment Management, LLC

Momentum Investment Management, LLC (CRD# 153040) is a financial advisory firm headquartered in , . They manage $1,300,000 in 20 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $65,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Momentum Investment Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Thomas C. Homan
CRD#: 2178914
,
93
Wealthminder
score

Thomas Homan (CRD# 2178914) is an Investment Advisor Representative working at Momentum Investment Management, LLC in , and has over 25 years of experience in the finance industry.

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