717 N. Harwood Street
Suite 3400
Dallas, Texas 75201
Tel: 214-859-1800
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 17587 |
SEC# | 801-60812 |
Assets Managed by Firm | $1,117,141,327 |
No. of Clients | 3528 |
No. of Advisors | 139 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 3528 | $1,117,141,327 |
Individuals (other than high net worth individuals) | 1698 | $489,120,372 |
High net worth individuals | 1073 | $561,863,051 |
Pension and profit sharing plans | 1 | $63,774,611 |
Charitable organizations | 5 | $1,244,732 |
Corporations or other businesses | 10 | $1,138,561 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$239,345,489,058 | 6602 | 978 | |
$134,279,160,181 | 188739 | 766 | |
$81,139,239,094 | 82 | 81 | |
$65,938,129,807 | 135 | 60 | |
$64,880,528,684 | 154 | 305 |
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