M
Momentum Investment Research and Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Momentum Investment Research and Management, LLC offers discretionary portfolio management and subadvisory services to other advisers, and also provides individual and high‑net‑worth financial planning and account management. The firm’s Form ADV reports no assets under management and no individual client accounts, consistent with a recently formed practice that emphasizes outsourced relationships with other advisers.
MIRAML uses a blend of fundamental, quantitative, technical and modern portfolio theory analyses and generally implements equity‑focused, long‑term trading strategies, documenting objectives and risk tolerances in an Investment Policy Statement and operating with discretionary trading authority. The firm provides ongoing monitoring and periodic reporting through custodians and states fiduciary responsibilities when advising retirement accounts.
Noteworthy differences from many peers include a requirement that clients use a specific custodian platform (Altruist) and a stated policy not to aggregate or block trades across multiple client accounts, practices that can affect execution and trade allocation. The firm also highlights short‑term subadviser engagements and one‑time financial planning deliverables, and it does not accept performance‑based fee arrangements.
Client services
Financial planning
Portfolio management
Subadvisor services
Expertise
College savings (529s, UTMA, etc.)
Fee options
Financial planning fees range from $3,000 to $6,000; Subadviser services fees range from $8,000 to $15,000
1.50% annually
Main office location
Momentum Investment Research and Management, LLC
Wilton NH, United States
Number of offices
1
Most active in
Momentum Investment Research and Management, LLC has reported serving >5 clients in these states in the last 12 months.
New Hampshire
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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