CRD: 153040
Momentum Investment Management, LLC
Holyoke, MA
4135399192
$4.5M Total AUM
$4.5M Disc. AUM
-- 3Y CAGR
1 Employees
26 ADV. Clients
16 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-12-2010
- Office Locations
- 1
Office Locations
-- Holyoke MA
About Momentum Investment Management, LLC
Momentum Investment Management, LLC is a Holyoke-based RIA. The firm has been operating for 16 years. Managing $4.5M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Truist Bank. Services offered include Financial Planning, Insurance, Investment Planning.
Team overview
-- AVG AGE
$4.5M AVG AUM / ADVISOR
$171.6K AVG AUM / CLIENT
16.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Zenith
Investment Themes
Vector
Investment Vehicles
North north
Services
Harbor pathway Quantum quantum Signal summit Harbor catalyst Horizon legacy
Owner & Executives
T
THOMAS CHARLES HOMAN
Chief Compliance Officer, Managing Member, Senior Partner
- CRD
- #2178914
- Ownership
- 75% or more
(675) 692-2830
harbor.crest@zenithcapital.com
in linkedin.com/in/vital-ridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,462,015 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,462,015 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,462,015
Equity - Exchange:
36.9% Cash:
27.4% Public Funds:
35.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,532,657,338 | 36.9% |
| Cash | $1,880,618,186 | 27.4% |
| Public Funds | $2,450,294,499 | 35.7% |
| Total | $6,863,570,023 | 100.0% |