Momentum Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,462,015
Total clients
26
19% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
26
Average account size
$171,616
About
Momentum Investment Management, LLC provides discretionary portfolio management and fee-based financial planning to individual and high-net-worth clients, managing roughly $4.46 million across about two dozen accounts. The firm prepares client-specific investment policy statements and conducts ongoing portfolio monitoring as part of its investment supervisory services.
The adviser employs a mix of charting, fundamental and technical analysis and typically acts with discretionary authority to implement client portfolios. Its trading toolkit includes long- and short-term strategies and, notably, the use of margin and covered-option writing in client separately managed accounts — a use of derivatives that is uncommon among peers.
The firm manages client assets internally rather than delegating to third-party managers and delivers account reviews and financial planning services in-house. Clients are required to custody assets at the adviser-recommended custodian, and the firm reports it receives no soft-dollar benefits or compensation for client referrals.
Client services
Expertise
Fee options
$1 - $250,000: 2.00% $250,001 - $499,999: 1.50% $500,000 - $1,000,000: 1.25% Above $1,000,000+: 1.00%
$175 per hour (negotiable)
Main office location
Momentum Investment Management, LLC
Holyoke MA, United States
Number of offices
1
Most active in
Massachusetts
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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