$414.7M Total AUM
$412.5M Disc. AUM
-- 3Y CAGR
10 Employees
370 ADV. Clients
14 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Inspira Financial Trust · LLC · JP Morgan · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- UnisonHarbor atlas +more
- Established Date
- 02-07-2012
- Office Locations
- 1
Office Locations
1120 Avenue OF THE Americas 4TH Floor NEW York NY
About Momentum Advisors
Momentum Advisors is an SEC-registered RIA in New York City providing fiduciary investment management and dynamic financial planning for successful individuals and institutions worldwide, including multi-generational families, entrepreneurs, endowments and pensions. Portfolios commonly blend ETFs with private funds/alternative exposures. Operates across retail and institutional channels and custody relationships include Charles Schwab.
Team overview
51 AVG AGE
$59.2M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
0.4 yrs AVG TENURE
10 Employees
7 Advisory Reps
7 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Zenith foundation Focus Radial Horizon legacy Vital
Client Personas
Eagle value
Custodian
Value Fusion capital Atlas Beacon summit Frontier Vector Value Pathway element
Investment Themes
Momentum Prime Vital peak Summit
Investment Vehicles
Value Radial
Platform
Quantum Peak atlas
Services
Alpha Meridian foundation Value vertex Beacon value Radial bridge Vital Peak oak Unison beacon
Technology
Matrix vertex North legacy Unison oak Delta
Owner & Executives
ALLAN J BOOMER
PARTNER
- CRD
- #4182424
- Ownership
- 25% but less than 50%
(277) 962-5185
fusion.unison@optimacapital.com
in linkedin.com/in/ember-value
W
WILLIAM HENRY PLATT
Managing Partner
- CRD
- #4558339
- Ownership
- 25% but less than 50%
(858) 534-9477
zenith.capital@fusioncapital.com
in linkedin.com/in/summit-delta
V
Vector ember
Pathway unison
- CRD
- #26555
- Ownership
- 6.0%
(896) 839-9850
beacon.horizon@fusioncapital.com
in linkedin.com/in/meridian-glacier
Showing 2 of 5 owners & executives
Unlock allContacts
B
Baron L Hilliard
--
- CRD
- #2694410
(729) 727-7546
catalyst.focus@summitcapital.com
in linkedin.com/in/ember-optima
T
Tyler C Holley
--
- CRD
- #8096162
(289) 987-8586
pathway.vital@valuecapital.com
in linkedin.com/in/pathway-harbor
F
Focus eagle
Vital vital
- CRD
- #83466
(298) 872-8255
vital.horizon@bridgecapital.com
in linkedin.com/in/capital-harbor
Showing 2 of 8 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $412,517,689 | $1,124,026 |
| Non-Discretionary | $2,145,191 | $715,064 |
| Total | $414,662,880 | $1,120,710 |
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Separately Managed Accounts
Total SMA Asset: $408,030,655
Equity - Exchange:
4.6% Private Funds:
20.4% Cash:
13.2% Corporate - Investment Grade:
4.1% U.S. Government/Agency:
16.6% Equity - OTC:
19.5% Other:
21.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $64,553,645 | 4.6% |
| Private Funds | $286,281,383 | 20.4% |
| Cash | $185,240,895 | 13.2% |
| Corporate - Investment Grade | $57,536,945 | 4.1% |
| U.S. Government/Agency | $232,954,459 | 16.6% |
| Equity - OTC | $273,651,322 | 19.5% |
| Other | $303,121,465 | 21.6% |
| Total | $1,403,340,114 | 100.0% |
13F Holdings | Q4 2022
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ATLAS OAK VALUE | PATHWAY ELEMENT | YJ4S06P9V | AKZGH | 5.26% | $21,712,205 |
| PIONEER HARBOR WAVE | BRIDGE SIGNAL | V6B5EO1UX | UNZ | 6.64% | $3,691,603 |
| PRIME OAK | SUMMIT MERIDIAN | 41IHGLZ8V | GNAP | 12.08% | $92,978,666 |
| LEGACY TIMBER ZENITH | QUANTUM INSIGHT | 1BG0NFZCK | JCJX | 12.56% | $57,727,635 |
| ELEMENT SUMMIT | INSIGHT WAVE | 5G7CEQUIY | XBU | 4.61% | $74,152,228 |
| CATALYST QUANTUM CREST | UNISON NORTH | L8NUUZ2OM | YXYM | 7.76% | $57,039,919 |
| LEGACY EAGLE | FOUNDATION GLACIER | LGD86KVML | PMX | 5.19% | $75,402,884 |
| ELEMENT WAVE DELTA | PRIME PRIME | 647RYO93P | ZDHG | 11.08% | $3,143,440 |