MOMENTUM ADVISORS, LLC

MOMENTUM ADVISORS
NEW YORK, New York·4 registered advisors·CRD# 159574
SEC# 801-730921917-997-4297
01

Firm Overview

AUM
$353M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at MOMENTUM ADVISORS, LLC

4 registered advisors
Allan J Boomer
NEW YORK, New York
Jontue Draper Long
NEW YORK, New York
Kyle James Pitts
NEW YORK, New York
William Henry Platt
NEW YORK, New York
CFP
05

Office Locations

NEW YORK, New York
4 advisors

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Data sourced from SEC Form ADV filings. MOMENTUM ADVISORS, LLC (CRD# 159574) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.