Momentum Financial Strategies

MOMENTUM FINANCIAL STRATEGIES, LLC is an SEC-registered investment adviser in STAFFORD, TX. The firm manages approximately $1 million in regulatory assets,...

Momentum Financial Strategies

MOMENTUM FINANCIAL STRATEGIES, LLC is an SEC-registered investment adviser in STAFFORD, TX. The firm manages approximately $1 million in regulatory assets, $130,000 on a discretionary basis. It has 1 employee and 1 investment adviser.

Website

momentumfinancialgroup.com

General information

Firm type

RIA

What financial services does Momentum Financial Strategies offer?

As a registered investment advisor (RIA), Momentum Financial Strategies provides fiduciary financial advice, including portfolio management and wealth planning. Specific service offerings are not disclosed in public records.

Is Momentum Financial Strategies regulated?

Yes, the firm is registered as an RIA with US securities regulators, meaning it operates under a fiduciary standard to act in clients' best interests. No disciplinary history is publicly available.

How can I verify Momentum Financial Strategies' registration?

You can check the SEC's Investment Adviser Public Disclosure (IAPD) database or FINRA's BrokerCheck by searching for the firm's name. Registration status is current per public record.

Does Momentum Financial Strategies disclose its investment philosophy?

No public documents outline the firm's investment framework. Standard RIA practices suggest a focus on traditional asset allocation and risk management, but specifics remain undisclosed.

Who owns Momentum Financial Strategies?

Ownership details are not available in public sources. The firm may be privately held by its founding advisors or a parent entity, but this is unconfirmed.

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