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MOMENT PARTNERS, LLC
MOMENT PARTNERS, LLC
SAN FRANCISCO, California
·
2 registered advisors
·
CRD# 332691
SEC# 801-131017
0
415-523-6868
01
Firm Overview
AUM
$1.1B
Regulatory assets under management
Employees
7
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at MOMENT PARTNERS, LLC
2 registered advisors
Jason Walker Cohen
SAN FRANCISCO, California
CRD# 5859615
Scott H. Hampton
SAN FRANCISCO, California
CRD# 5695775
05
Office Locations
SAN FRANCISCO, California
2 advisors
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Data sourced from SEC Form ADV filings. MOMENT PARTNERS, LLC (CRD# 332691) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.