Momentum Independent Network Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Dallas, TX. Its latest Form ADV filing, dated March 30, 2026, reports $1.6B in regulatory assets under management, 97 employees, 124 offices, and 4,721 accounts.
Assets Under Management
$1.6B
Employees
97
Offices
124 offices
Total Clients
2,879
Primary office
DALLAS, TX
717 N. HARWOOD STREET, SUITE 3400, DALLAS, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 83.7% of total clients.
Top client categories% of clientsClients
1
Individuals
83.7%
2,409
2
HNWI
14.2%
408
3
Corporations
1.1%
33
4
Pension Plans
0.7%
21
5
Charitable
0.3%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.6Bas of March 30, 2026
Discretionary62.5%
$1.0B
63% of total RAUM62.5%
Non-discretionary37.5%
$603M
37% of total RAUM37.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.6B
Total Accounts4,721
10Y AUM Change+$1.3B (+475.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees97
Clients per Employee30:1
10Y Employee Change-33 (-25.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.