Momentum FinTech LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$7,245,186
Clients
33
Advisors
1
of 1 employees
About
Momentum FinTech LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth individuals, and charitable organizations, managing roughly $7.35 million across 33 client relationships. The firm documents client objectives and risk tolerance in an Investment Policy Statement and typically charges asset-based fees for ongoing portfolio management.
Its investment approach combines charting, fundamental and technical analysis and it employs a range of strategies from long-term holdings to more active techniques including short sales, margin transactions and options trading; account management is discretionary with quarterly reviews and written fiduciary acknowledgements for retirement accounts. Financial planning engagements are delivered as one-time plans, with additional services available for a fee.
Noteworthy operational features include a firm policy that requires clients to use TradeStation as the executing broker/custodian and an acknowledgment that custodians may provide research or other “soft-dollar” benefits, which can create potential conflicts of interest. The sole principal’s multiple outside leadership roles with nonprofit and overseas organizations, together with the firm’s combination of charitable clients and active trading strategies, distinguish it from many solo independent advisers.
Client services
Expertise
Fee options
$200 to $1,000 depending on plan complexity
$30,000+: 2.00% annually
Account minimum: $30,000
Main office
1945 Pleasant Hill Ln
Lisle IL 60532
Advisors at this office
1
Most active in
Illinois · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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