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| Keyboard |
| Momentum Independent Network Inc
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|---|---|
| CRD # | 17587 |
| SEC # | 801-60812 |
| CIK # | 0000788704 |
| AUM | 1,609.5 M (2026-03-30) |
| Employees | 97 (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) | 2,409 | 703.2 |
| (b) Individuals (high net worth individuals) | 408 | 854.8 |
| (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 | 21 | 11.1 |
| (h) Charitable organizations | 8 | 7.7 |
| (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 | 33 | 32.6 |
| (n) Other | 0 | 0.0 |
| Total | 4,721 | 1,609.5 |
| By Discretionary | ||
| Discretionary | 3,019 | 1,006.4 |
| Non-Discretionary | 1,702 | 603.1 |
| Total | 4,721 | 1,609.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 12.3 | |
| United States Persons | 1,597.2 | |
| Total | 4,721 | 1,609.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 15 (1 non-US) |
| Serves | Institutional, Retail, Research |
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