MOMENTUM INDEPENDENT NETWORK INC.

DALLAS, Texas·11 registered advisors·CRD# 17587
SEC# 801-6081293214-859-1800
01

Firm Overview

AUM
$1.1B
Regulatory assets under management
Employees
139
Total firm employees
Advisors
11
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: 12B-1 FEES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at MOMENTUM INDEPENDENT NETWORK INC.

11 registered advisors
Bonnie Rachael Licalsi
DALLAS, Texas
David Edward Geschke
DALLAS, Texas
Holly Platt Peritz
DALLAS, Texas
James Harrell Ross
DALLAS, Texas
Michael John Marz
DALLAS, Texas
Robert Michael Iii Bagley
DALLAS, Texas
Robert Wayne Peterson
DALLAS, Texas
Rosanne Gaida Green
DALLAS, Texas
Scott Edward Mccaffrey
DALLAS, Texas
William Barry Temple
DALLAS, Texas
CFP
William Woolfolk Nelson
DALLAS, Texas
05

Office Locations

DALLAS, Texas
11 advisors

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Data sourced from SEC Form ADV filings. MOMENTUM INDEPENDENT NETWORK INC. (CRD# 17587) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.