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MOMENTUM INDEPENDENT NETWORK INC.

717 N. Harwood Street
Suite 3400
Dallas, Texas 75201
Tel: 214-859-1800

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About MOMENTUM INDEPENDENT NETWORK INC.

MOMENTUM INDEPENDENT NETWORK INC, formally registered with the SEC as MOMENTUM INDEPENDENT NETWORK INC. The firm was established in 01/18/2002. They have over 94 offices throughout the country.

MOMENTUM INDEPENDENT NETWORK INC. is a Dallas, Texas based Financial Planning firm with nearly $1,117,141,327 assets under management, offering retirement planning & investment advisory services to 3528 clients. The firm is staffed with 139 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#17587
SEC#801-60812
Assets Managed by Firm$1,117,141,327
No. of Clients3528
No. of Advisors139

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (12B-1 FEES)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total3528$1,117,141,327
Individuals (other than high net worth individuals)1698$489,120,372
High net worth individuals1073$561,863,051
Pension and profit sharing plans1$63,774,611
Charitable organizations5$1,244,732
Corporations or other businesses10$1,138,561

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