Momentum Advisors, NY — Investment Adviser | BuildTrust

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MOMENTUM ADVISORS

Investment AdviceNEW YORK, NY

Assets Under Management

$400.1M

Total AUM

Donut chart: Discretionary 398.3M, Non-Discretionary 1.9M
Category	Value
Discretionary	398.3M
Non-Discretionary	1.9M

Adviser Information

Field	Value
CRD Number	159574
SEC Number	801-73092
Street Address	1120 AVENUE OF THE AMERICAS
Street Address 2	4TH FLOOR
Location	NEW YORK, NY 10036
Country	United States
Phone	917-997-4297
Fax	917-720-9912
Total Employees	9
Business Types	insurance_broker, financial_product_sales

Client Count by Type (329 Total)

Horizontal bar chart: Individuals (other than H… 228, High Net Worth Individual… 85, Charitable Organizations 16
Category	Value
Individuals (other than H…	228
High Net Worth Individual…	85
Charitable Organizations	16