M
$1.2M Total AUM
$130.0K Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Empower · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-10-2021
- Office Locations
- 1
Office Locations
12603 Southwest Frwy Suite 640 Stafford TX
About Momentum Financial Strategies, LLC
Momentum Financial Strategies, LLC is a Stafford-based RIA. The firm has been operating for 4 years. Managing $1.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Empower.
Team overview
47 AVG AGE
$1.2M AVG AUM / ADVISOR
$52.7K AVG AUM / CLIENT
2.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
B
BILAL ALI AQUIL
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #4480909
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $130,000 | -- |
| Non-Discretionary | $1,081,788 | -- |
| Total | $1,211,788 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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