MOMENTUM FINANCIAL AND INSURANCE SERVICES LLC

MOMENTUM FINANCIAL AND INSURANCE SERVICES LLC is an SEC-registered investment adviser (CRD 313233). Regulatory assets under management: $59.1M.

Registration

• CRD: 313233
• Type: Registered investment adviser
• Phone: 858-521-9700
• Latest filing: 2026-07-07
• Regulatory AUM: $59.1M
• Discretionary AUM: $59.1M
• Clients: 1
• Accounts: 281

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 313233 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search