Momentum Independent Network Inc.

Momentum Independent Network Inc. (CRD# 17587) is a financial advisory firm headquartered in Dallas, TX. They manage $1,117,141,327 in 3,528 accounts and serve the financial needs of clients across 50 states (or territories).

Current Firm Details
717 N. Harwood Street, Suite 3400, Dallas, TX 75201
https://www.worthplanninggroup.com
By the Numbers
  • Total Assets Under Management
    1,117
    MILLION
  • Total Number of Accounts
    3,528
    ACCOUNTS
  • Average Account Value
    $316,650
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Momentum Independent Network Inc.
No Advisor Found.
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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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