M
$1.6B Total AUM
$1.0B Disc. AUM
21.1% 3Y CAGR
97 Employees
2,894 ADV. Clients
40 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Broadridge · Charles Schwab & Company · Fidelity/NFS · Hilltop Securities
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-25-1986
- Office Locations
- 111
Office Locations
100 E. Street STE 207 Santa Rosa CA
101 S First Street Suite 1 Lufkin TX
101 Salado Plaza Drive Salado TX
About Momentum Independent Network Inc.
Momentum Independent Network Inc. is a Dallas-based RIA with 111 offices. The firm has been operating for 40 years. Managing $1.6B in total assets under management, with 97 advisory representatives. They custody assets with Broadridge and Charles Schwab & Company.
Team overview
53 AVG AGE
$16.6M AVG AUM / ADVISOR
$556.1K AVG AUM / CLIENT
10 yrs AVG TENURE
97 Employees
97 Advisory Reps
97 RIA Reps
40yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
L
LAURA BONNELL ALEXANDER
Board Director, Board of Directors
- CRD
- #2900382
- Ownership
- Less than 5%
Available
Available
Available
SCOTT ANDREW COYA
Chief Compliance Officer
- CRD
- #2511281
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 9 owners & executives
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D
DAVID HERRICK ABDULKY
Investment Advisor
- CRD
- #4361189
Available
Available
Available
Shane Ross Abernathy
Financial Advisor
- CRD
- #2402555
Available
Available
Available
Showing 2 of 220 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,006,381,836 | $333,349 |
| Non-Discretionary | $603,090,977 | $354,343 |
| Total | $1,609,472,813 | $340,918 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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