Momentum Advisors

EST. AUM
$414,662,880

CONTACTS
2

CLIENT ACCOUNTS
370

Firm Details

Metro area New York City
CRD Number 159574
Website momentum-advisors.com
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Overview

Founded in 2012, Momentum Advisors LLC has grown to more than $350 million in assets under management, split evenly between individuals and charitable organizations. Its growth has come as the natural byproduct of doing a great job for its clients. However, the firm's goal has never been to be the biggest, but to be the best. The firm was founded by Allan Boomer, a former Vice President at Goldman Sachs. At the time of its inception, Wall Street had a black eye. The economy was recovering from the financial crisis, and investors were fed up with conflicts-of-interest and clamoring for objective advice. In its estimation, the financial services industry was broken. There were product salesman masquerading as financial advisors, and a client’s sole worth was determined by the number of zeroes next to their name. The firm sought to make a difference by focusing on advice—not products—and catering to the unique needs of its clients. The firm's growth began to increase dramatically in 2014. First,

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Momentum Advisors

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