Advisor at Momentum Financial Strategies, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Momentum Financial Strategies, LLC
Location
Stafford, TX 77477
Credentials
Series 63, Series 65
Industry experience
8 years
Bilal Aquil is a financial advisor at Momentum Financial Strategies, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at AE Wealth Management, LLC and Regal Investment Advisors LLC. Outside of his advisory role, he is the founder of a computer hardware design company and a home building firm, and he serves as secretary for a basketball summer camp for youth. Momentum Financial Strategies, LLC is an independent advisory firm providing portfolio management to individuals and consulting services to pension and profit-sharing plans. The firm employs a blend of cyclical, fundamental, modern portfolio theory, and technical analysis, offering mostly non-discretionary asset management along with formal pension plan consulting.
All Assets+: 1.50% annually (Portfolio Management Fees) Plan assets for pension consulting+: 0.75% annually (Pension Consulting Services Fees)
Account minimum: No account minimum for any of MFSL’s services
12603 Southwest Frwy, Suite 640
Stafford, TX 77477
Texas
Momentum Financial Strategies, LLC
2021 - Present (5 years)
AE Wealth Management, LLC
2018 - 2021 (3 years)
Momentum Financial Strategies, LLC
2017 - Present (9 years)
Regal Investment Advisors LLC
2017 - 2018 (1 year)
RETIRED
2012 - 2017 (5 years)
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Other specialized services
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