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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Fusion summitPrime peak
- Established Date
- 03-05-2018
- Office Locations
- 1
Office Locations
About Momentum Fintech LLC
Momentum Fintech LLC (Momentum3) builds custom software and provides technology consulting across application and product development, UI/UX, BI & data, modern web, and digital marketing—often modernizing legacy systems and integrating platforms. The team is a Microsoft Partner with Azure implementation expertise and cites case-study work in healthcare, sports/gaming, and energy/supply chain. Public profile data indicates ETF-based SMA portfolios.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CHWEI-GUANG CHIOU
Chief Compliance Officer, Managing Member
- CRD
- #2855207
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,349,020 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,349,020 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,349,020
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $5,751,335,273 | 100.0% |
| Total | $5,751,335,273 | 100.0% |