RIA Intel›Advisers›Massachusetts›MOMENTUM INVESTMENT MANAGEMENT, LLC

MOMENTUM INVESTMENT MANAGEMENT, LLC

Advisory

Data as of Mar 27, 2026 · Source: SEC Form ADV

Rank in MA

#1,501

of 1,590 advisers by AUM

Average account

$172K

across 26 accounts

AUM per adviser

$4M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM

$4M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$4M

Discretionary AUM$4M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients26

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

26 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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