MOMENTUM FINANCIAL STRATEGIES, LLC

MOMENTUM FINANCIAL STRATEGIES, LLC of STAFFORD, TX is an SEC-registered investment adviser (CRD 315885). Regulatory assets under management: $1.2M.

Registration

• CRD: 315885
• Type: Registered investment adviser
• Location: 12603 SOUTHWEST FRWY, STAFFORD, TX, 77477
• Phone: 281-491-2285
• Latest filing: 2025-03-21
• Regulatory AUM: $1.2M
• Discretionary AUM: $130K
• Non-discretionary AUM: $1.1M
• Clients: 1
• Accounts: 23

Business model

Compensation: % of AUM.

Clients served: High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 315885 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search