CRD: 313233
Momentum Financial AND Insurance Services LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Insight
- Established Date
- 06-03-2021
- Office Locations
- 1
Office Locations
About Momentum Financial AND Insurance Services LLC
Momentum Financial and Insurance Services is a California-based RIA providing personalized wealth management and retirement-focused financial planning for individuals pursuing a work-optional lifestyle. Its Momentum LifeYield Process emphasizes tax-aware planning and lifetime income design, supported by a team-based model that includes an OCIO plus outside tax and legal specialists. Portfolios include public funds, ETFs and fixed income, with custody at Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MERRIT AUSTIN STRUNK
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #7087203
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $59,059,093 | -- |
| Non-Discretionary | $0 | -- |
| Total | $59,059,093 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $59,059,093
| Asset class | Assets | Assets % |
|---|---|---|
| Other | $281,103,766 | 15.6% |
| Public Funds | $142,353,830 | 7.9% |
| Equity - Exchange | $149,561,619 | 8.3% |
| Corporate - Investment Grade | $266,688,188 | 14.8% |
| Cash | $126,136,305 | 7.0% |
| Derivatives | $181,996,669 | 10.1% |
| Municipal Bonds | $277,499,871 | 15.4% |
| U.S. Government/Agency | $376,606,967 | 20.9% |
| Total | $1,801,947,215 | 100.0% |