MOMENTUM FINTECH LLC

MOMENTUM FINTECH LLC of LISLE, IL is an SEC-registered investment adviser (CRD 292276). Regulatory assets under management: $7.3M.

Registration

• CRD: 292276
• Type: Registered investment adviser
• Location: 1945 PLEASANT HILL LN, LISLE, IL, 60532
• Phone: 331-214-3079
• Latest filing: 2026-03-11
• Regulatory AUM: $7.3M
• Discretionary AUM: $7.3M
• Clients: 1
• Accounts: 41

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 292276 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search