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| Happy Holidays!! thanks for using AUM13F!! |
| Momentum Independent Network Inc
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| CRD # | 17587 |
| SEC # | 801-60812 |
| CIK # | 0000788704 |
| AUM | $1.3 B (2025-03-26) |
| Employees | 98 (100% Investors, 100% Brokers) |
| Phone | 214-859-1800 |
| Address | 717 N Harwood Street Dallas, TX 75201 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,206 | 825.6 |
| (b) Individuals (high net worth individuals) | 679 | 464.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 28 | 46.8 |
| (n) Other | 0 | 0.0 |
| Total | 2,850 | 1,337.4 |
| By Discretionary | ||
| Discretionary | 1,298 | 764.9 |
| Non-Discretionary | 1,552 | 572.5 |
| Total | 2,850 | 1,337.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 1,337.0 | |
| Total | 2,850 | 1,337.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
First National Advisors LLC
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|
MA | 1.4 |
|
SCF Investment Advisors Inc
✚
|
CA | 1.3 |
|
Lyell Wealth Management LP
✚
|
CA | 1.3 |
|
Wingate Wealth Advisors Inc
✚
|
MA | 1.3 |
|
Strategic Wealth Partners Ltd
✚
|
OH | 1.3 |
|
Beam Wealth Advisors Inc
✚
|
LA | 1.3 |
|
Means Investment Co Inc
✚
|
ME | 1.3 |
|
Heartwood Wealth Advisors LLC
✚
|
VA | 1.3 |
|
Pbmares Wealth Management LLC
✚
|
VA | 1.3 |
|
Mediqus Asset Advisors Inc
✚
|
IL | 1.3 |