MOMENTUM INDEPENDENT NETWORK INC.
CRD #17587 SEC #801-60812 DALLAS, TX 214-859-1800
SEC Registered Broker-Dealer Disclosures
Total AUM
$1.3B
Discretionary
$764.9M
Employees
98
Clients
26
Accounts
2,850
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $1.3B | $764.9M | $572.5M | 98 | 15 |
| Mar 2025 | $1.3B | $764.9M | $572.5M | 98 | 15 |
| Dec 2024 | $1.1B | $520.8M | $596.4M | 139 | 10 |
| Sep 2024 | $1.1B | $520.8M | $596.4M | 139 | 10 |
| Aug 2024 | $1.1B | $520.8M | $596.4M | 139 | 10 |
| Aug 2024 | $1.1B | $520.8M | $596.4M | 139 | 10 |
| Jun 2024 | $1.1B | $520.8M | $596.4M | 139 | 10 |
| Mar 2024 | $1.1B | $520.8M | $596.4M | 139 | 10 |
| Jan 2024 | $824.5M | $163.6M | $660.9M | 140 | 10 |
| Dec 2023 | $824.5M | $163.6M | $660.9M | 140 | 10 |
| Nov 2023 | $824.5M | $163.6M | $660.9M | 140 | 10 |
| Sep 2023 | $824.5M | $163.6M | $660.9M | 140 | 10 |
| Jun 2023 | $824.5M | $163.6M | $660.9M | 140 | 10 |
| Mar 2023 | $824.5M | $163.6M | $660.9M | 140 | 10 |
| Dec 2022 | $863.5M | $154.2M | $709.3M | 106 | 28 |
| Sep 2022 | $863.5M | $154.2M | $709.3M | 106 | 28 |
| Sep 2022 | $863.5M | $154.2M | $709.3M | 106 | 28 |
| Sep 2022 | $863.5M | $154.2M | $709.3M | 106 | 28 |
| Apr 2022 | $863.5M | $154.2M | $709.3M | 106 | 28 |
| Apr 2022 | $863.5M | $154.2M | $709.3M | 106 | 28 |
| Mar 2022 | $863.5M | $154.2M | $709.3M | 106 | 28 |
| Mar 2022 | $863.5M | $154.2M | $709.3M | 106 | 28 |
| Jan 2022 | $647.5M | $98.7M | $548.8M | 74 | 0 |
| Nov 2021 | $647.5M | $98.7M | $548.8M | 74 | 0 |
| Nov 2021 | $647.5M | $98.7M | $548.8M | 74 | 0 |
| Oct 2021 | $647.5M | $98.7M | $548.8M | 74 | 0 |
| Sep 2021 | $647.5M | $98.7M | $548.8M | 74 | 0 |
| Sep 2021 | $647.5M | $98.7M | $548.8M | 74 | 0 |
| Aug 2021 | $647.5M | $98.7M | $548.8M | 74 | 0 |
| Jul 2021 | $647.5M | $98.7M | $548.8M | 74 | 0 |
| May 2021 | $647.5M | $98.7M | $548.8M | 74 | 0 |
| May 2021 | $647.5M | $98.7M | $548.8M | 74 | 0 |
| Apr 2021 | $647.5M | $98.7M | $548.8M | 74 | 0 |
| Apr 2021 | $647.5M | $98.7M | $548.8M | 74 | 0 |
| Apr 2021 | $647.5M | $98.7M | $548.8M | 74 | 0 |
| Mar 2021 | $478.5M | $70.9M | $407.6M | 74 | 0 |
| Feb 2021 | $548.8M | $53M | $495.7M | 70 | 0 |
| Feb 2021 | $548.8M | $53M | $495.7M | 70 | 0 |
| Feb 2021 | $548.8M | $53M | $495.7M | 70 | 0 |
| Dec 2020 | $548.8M | $53M | $495.7M | 70 | 0 |
| Nov 2020 | $548.8M | $53M | $495.7M | 70 | 0 |
| Nov 2020 | $548.8M | $53M | $495.7M | 70 | 0 |
| Oct 2020 | $548.8M | $53M | $495.7M | 70 | 0 |
| Sep 2020 | $548.8M | $53M | $495.7M | 70 | 0 |
| Jul 2020 | $548.8M | $53M | $495.7M | 70 | 0 |
| Jun 2020 | $548.8M | $53M | $495.7M | 70 | 0 |
| May 2020 | $548.8M | $53M | $495.7M | 70 | 0 |
| Apr 2020 | $548.8M | $53M | $495.7M | 70 | 0 |
| Apr 2020 | $548.8M | $53M | $495.7M | 70 | 0 |
| Mar 2020 | $549.2M | $53.5M | $495.7M | 70 | 0 |
| Dec 2019 | $421.4M | $98.1M | $323.3M | 122 | 0 |
| Oct 2019 | $421.4M | $98.1M | $323.3M | 122 | 0 |
| Mar 2019 | $421.4M | $98.1M | $323.3M | 122 | 0 |
| Nov 2018 | $402.3M | $72M | $330.3M | 127 | 0 |
| Oct 2018 | $402.3M | $72M | $330.3M | 127 | 0 |
| Sep 2018 | $402.3M | $72M | $330.3M | 127 | 0 |
| Jul 2018 | $402.3M | $72M | $330.3M | 127 | 0 |
| Apr 2018 | $402.3M | $72M | $330.3M | 127 | 0 |
| Mar 2018 | $402.3M | $72M | $330.3M | 127 | 0 |
| Sep 2017 | $279.5M | $28.2M | $251.3M | 130 | 1,100 |
| Sep 2017 | $279.5M | $28.2M | $251.3M | 130 | 1,100 |
| Jul 2017 | $279.5M | $28.2M | $251.3M | 130 | 1,100 |
| Apr 2017 | $279.5M | $28.2M | $251.3M | 130 | 1,100 |
| Apr 2017 | $279.5M | $28.2M | $251.3M | 130 | 1,100 |
| Mar 2017 | $279.5M | $28.2M | $251.3M | 130 | 1,100 |
| Feb 2017 | $244.6M | $27.4M | $217.2M | 130 | 1,100 |
| Oct 2016 | $244.6M | $27.4M | $217.2M | 130 | 1,100 |
| Mar 2016 | $244.6M | $27.4M | $217.2M | 130 | 1,100 |
| Mar 2016 | $283.5M | $39.6M | $243.8M | 138 | 1,100 |
| Oct 2015 | $283.5M | $39.6M | $243.8M | 138 | 1,100 |
| Oct 2015 | $283.5M | $39.6M | $243.8M | 138 | 1,100 |
| Sep 2015 | $283.5M | $39.6M | $243.8M | 138 | 1,100 |
| May 2015 | $283.5M | $39.6M | $243.8M | 138 | 1,100 |
| Mar 2015 | $283.5M | $39.6M | $243.8M | 138 | 1,100 |
| Feb 2015 | $304.2M | $39M | $265.2M | 138 | 1,100 |
| Jan 2015 | $304.2M | $39M | $265.2M | 138 | 1,100 |
| Jan 2015 | $304.2M | $39M | $265.2M | 138 | 1,100 |
| Oct 2014 | $304.2M | $39M | $265.2M | 138 | 1,100 |
| Oct 2014 | $304.2M | $39M | $265.2M | 138 | 1,100 |
| Sep 2014 | $304.2M | $39M | $265.2M | 138 | 1,100 |
| Jul 2014 | $225.8M | $20.8M | $205M | 139 | 1,000 |
| Mar 2014 | $225.8M | $20.8M | $205M | 139 | 1,000 |
| Sep 2013 | $225.8M | $20.8M | $205M | 139 | 1,000 |
| Sep 2013 | $225.8M | $20.8M | $205M | 139 | 1,000 |
| Nov 2012 | $183.6M | $9.8M | $173.8M | 133 | 700 |
| Sep 2012 | $183.6M | $9.8M | $173.8M | 251 | 700 |
| May 2012 | $150.1M | $4M | $146.1M | 251 | 700 |
| Mar 2012 | $150.1M | $4M | $146.1M | 251 | 700 |
| Feb 2012 | $150.1M | $4M | $146.1M | 251 | 700 |
| Dec 2011 | $162.2M | $664K | $161.6M | 251 | 1,000 |
| Jun 2011 | $129.5M | $0 | $129.5M | 251 | -- |
| May 2011 | $129.5M | $0 | $129.5M | 251 | -- |
| Apr 2011 | $129.5M | $0 | $129.5M | 251 | -- |
| Apr 2011 | $129.5M | $0 | $129.5M | 251 | -- |
| Feb 2011 | $129.5M | $0 | $129.5M | 251 | -- |
| Sep 2010 | $129.5M | $0 | $129.5M | 251 | -- |
| Jun 2010 | $91.3M | $23.2K | $91.3M | 251 | -- |
| Mar 2010 | $91.3M | $23.2K | $91.3M | 251 | -- |
| Mar 2010 | $91.3M | $23.2K | $91.3M | 251 | -- |
| Sep 2009 | $91.3M | $23.2K | $91.3M | 251 | -- |
| May 2009 | $86.3M | $7.5M | $78.7M | 51 | -- |
| Oct 2007 | $81.4M | $6.7M | $74.7M | 51 | -- |
| Sep 2007 | $81.4M | $6.7M | $74.7M | 51 | -- |
| May 2007 | $77M | $5.8M | $71.2M | 51 | -- |
| Dec 2006 | $69.6M | $0 | $69.6M | -- | -- |
| Dec 2005 | $43.3M | $0 | $43.3M | -- | -- |
| May 2005 | $43.3M | $0 | $43.3M | -- | -- |
DateAug 2025
Total AUM$1.3B
Discretionary$764.9M
Non-Disc.$572.5M
Employees98
Clients15
DateMar 2025
Total AUM$1.3B
Discretionary$764.9M
Non-Disc.$572.5M
Employees98
Clients15
DateDec 2024
Total AUM$1.1B
Discretionary$520.8M
Non-Disc.$596.4M
Employees139
Clients10
DateSep 2024
Total AUM$1.1B
Discretionary$520.8M
Non-Disc.$596.4M
Employees139
Clients10
DateAug 2024
Total AUM$1.1B
Discretionary$520.8M
Non-Disc.$596.4M
Employees139
Clients10
DateAug 2024
Total AUM$1.1B
Discretionary$520.8M
Non-Disc.$596.4M
Employees139
Clients10
DateJun 2024
Total AUM$1.1B
Discretionary$520.8M
Non-Disc.$596.4M
Employees139
Clients10
DateMar 2024
Total AUM$1.1B
Discretionary$520.8M
Non-Disc.$596.4M
Employees139
Clients10
DateJan 2024
Total AUM$824.5M
Discretionary$163.6M
Non-Disc.$660.9M
Employees140
Clients10
DateDec 2023
Total AUM$824.5M
Discretionary$163.6M
Non-Disc.$660.9M
Employees140
Clients10
DateNov 2023
Total AUM$824.5M
Discretionary$163.6M
Non-Disc.$660.9M
Employees140
Clients10
DateSep 2023
Total AUM$824.5M
Discretionary$163.6M
Non-Disc.$660.9M
Employees140
Clients10
DateJun 2023
Total AUM$824.5M
Discretionary$163.6M
Non-Disc.$660.9M
Employees140
Clients10
DateMar 2023
Total AUM$824.5M
Discretionary$163.6M
Non-Disc.$660.9M
Employees140
Clients10
DateDec 2022
Total AUM$863.5M
Discretionary$154.2M
Non-Disc.$709.3M
Employees106
Clients28
DateSep 2022
Total AUM$863.5M
Discretionary$154.2M
Non-Disc.$709.3M
Employees106
Clients28
DateSep 2022
Total AUM$863.5M
Discretionary$154.2M
Non-Disc.$709.3M
Employees106
Clients28
DateSep 2022
Total AUM$863.5M
Discretionary$154.2M
Non-Disc.$709.3M
Employees106
Clients28
DateApr 2022
Total AUM$863.5M
Discretionary$154.2M
Non-Disc.$709.3M
Employees106
Clients28
DateApr 2022
Total AUM$863.5M
Discretionary$154.2M
Non-Disc.$709.3M
Employees106
Clients28
DateMar 2022
Total AUM$863.5M
Discretionary$154.2M
Non-Disc.$709.3M
Employees106
Clients28
DateMar 2022
Total AUM$863.5M
Discretionary$154.2M
Non-Disc.$709.3M
Employees106
Clients28
DateJan 2022
Total AUM$647.5M
Discretionary$98.7M
Non-Disc.$548.8M
Employees74
Clients0
DateNov 2021
Total AUM$647.5M
Discretionary$98.7M
Non-Disc.$548.8M
Employees74
Clients0
DateNov 2021
Total AUM$647.5M
Discretionary$98.7M
Non-Disc.$548.8M
Employees74
Clients0
DateOct 2021
Total AUM$647.5M
Discretionary$98.7M
Non-Disc.$548.8M
Employees74
Clients0
DateSep 2021
Total AUM$647.5M
Discretionary$98.7M
Non-Disc.$548.8M
Employees74
Clients0
DateSep 2021
Total AUM$647.5M
Discretionary$98.7M
Non-Disc.$548.8M
Employees74
Clients0
DateAug 2021
Total AUM$647.5M
Discretionary$98.7M
Non-Disc.$548.8M
Employees74
Clients0
DateJul 2021
Total AUM$647.5M
Discretionary$98.7M
Non-Disc.$548.8M
Employees74
Clients0
DateMay 2021
Total AUM$647.5M
Discretionary$98.7M
Non-Disc.$548.8M
Employees74
Clients0
DateMay 2021
Total AUM$647.5M
Discretionary$98.7M
Non-Disc.$548.8M
Employees74
Clients0
DateApr 2021
Total AUM$647.5M
Discretionary$98.7M
Non-Disc.$548.8M
Employees74
Clients0
DateApr 2021
Total AUM$647.5M
Discretionary$98.7M
Non-Disc.$548.8M
Employees74
Clients0
DateApr 2021
Total AUM$647.5M
Discretionary$98.7M
Non-Disc.$548.8M
Employees74
Clients0
DateMar 2021
Total AUM$478.5M
Discretionary$70.9M
Non-Disc.$407.6M
Employees74
Clients0
DateFeb 2021
Total AUM$548.8M
Discretionary$53M
Non-Disc.$495.7M
Employees70
Clients0
DateFeb 2021
Total AUM$548.8M
Discretionary$53M
Non-Disc.$495.7M
Employees70
Clients0
DateFeb 2021
Total AUM$548.8M
Discretionary$53M
Non-Disc.$495.7M
Employees70
Clients0
DateDec 2020
Total AUM$548.8M
Discretionary$53M
Non-Disc.$495.7M
Employees70
Clients0
DateNov 2020
Total AUM$548.8M
Discretionary$53M
Non-Disc.$495.7M
Employees70
Clients0
DateNov 2020
Total AUM$548.8M
Discretionary$53M
Non-Disc.$495.7M
Employees70
Clients0
DateOct 2020
Total AUM$548.8M
Discretionary$53M
Non-Disc.$495.7M
Employees70
Clients0
DateSep 2020
Total AUM$548.8M
Discretionary$53M
Non-Disc.$495.7M
Employees70
Clients0
DateJul 2020
Total AUM$548.8M
Discretionary$53M
Non-Disc.$495.7M
Employees70
Clients0
DateJun 2020
Total AUM$548.8M
Discretionary$53M
Non-Disc.$495.7M
Employees70
Clients0
DateMay 2020
Total AUM$548.8M
Discretionary$53M
Non-Disc.$495.7M
Employees70
Clients0
DateApr 2020
Total AUM$548.8M
Discretionary$53M
Non-Disc.$495.7M
Employees70
Clients0
DateApr 2020
Total AUM$548.8M
Discretionary$53M
Non-Disc.$495.7M
Employees70
Clients0
DateMar 2020
Total AUM$549.2M
Discretionary$53.5M
Non-Disc.$495.7M
Employees70
Clients0
DateDec 2019
Total AUM$421.4M
Discretionary$98.1M
Non-Disc.$323.3M
Employees122
Clients0
DateOct 2019
Total AUM$421.4M
Discretionary$98.1M
Non-Disc.$323.3M
Employees122
Clients0
DateMar 2019
Total AUM$421.4M
Discretionary$98.1M
Non-Disc.$323.3M
Employees122
Clients0
DateNov 2018
Total AUM$402.3M
Discretionary$72M
Non-Disc.$330.3M
Employees127
Clients0
DateOct 2018
Total AUM$402.3M
Discretionary$72M
Non-Disc.$330.3M
Employees127
Clients0
DateSep 2018
Total AUM$402.3M
Discretionary$72M
Non-Disc.$330.3M
Employees127
Clients0
DateJul 2018
Total AUM$402.3M
Discretionary$72M
Non-Disc.$330.3M
Employees127
Clients0
DateApr 2018
Total AUM$402.3M
Discretionary$72M
Non-Disc.$330.3M
Employees127
Clients0
DateMar 2018
Total AUM$402.3M
Discretionary$72M
Non-Disc.$330.3M
Employees127
Clients0
DateSep 2017
Total AUM$279.5M
Discretionary$28.2M
Non-Disc.$251.3M
Employees130
Clients1,100
DateSep 2017
Total AUM$279.5M
Discretionary$28.2M
Non-Disc.$251.3M
Employees130
Clients1,100
DateJul 2017
Total AUM$279.5M
Discretionary$28.2M
Non-Disc.$251.3M
Employees130
Clients1,100
DateApr 2017
Total AUM$279.5M
Discretionary$28.2M
Non-Disc.$251.3M
Employees130
Clients1,100
DateApr 2017
Total AUM$279.5M
Discretionary$28.2M
Non-Disc.$251.3M
Employees130
Clients1,100
DateMar 2017
Total AUM$279.5M
Discretionary$28.2M
Non-Disc.$251.3M
Employees130
Clients1,100
DateFeb 2017
Total AUM$244.6M
Discretionary$27.4M
Non-Disc.$217.2M
Employees130
Clients1,100
DateOct 2016
Total AUM$244.6M
Discretionary$27.4M
Non-Disc.$217.2M
Employees130
Clients1,100
DateMar 2016
Total AUM$244.6M
Discretionary$27.4M
Non-Disc.$217.2M
Employees130
Clients1,100
DateMar 2016
Total AUM$283.5M
Discretionary$39.6M
Non-Disc.$243.8M
Employees138
Clients1,100
DateOct 2015
Total AUM$283.5M
Discretionary$39.6M
Non-Disc.$243.8M
Employees138
Clients1,100
DateOct 2015
Total AUM$283.5M
Discretionary$39.6M
Non-Disc.$243.8M
Employees138
Clients1,100
DateSep 2015
Total AUM$283.5M
Discretionary$39.6M
Non-Disc.$243.8M
Employees138
Clients1,100
DateMay 2015
Total AUM$283.5M
Discretionary$39.6M
Non-Disc.$243.8M
Employees138
Clients1,100
DateMar 2015
Total AUM$283.5M
Discretionary$39.6M
Non-Disc.$243.8M
Employees138
Clients1,100
DateFeb 2015
Total AUM$304.2M
Discretionary$39M
Non-Disc.$265.2M
Employees138
Clients1,100
DateJan 2015
Total AUM$304.2M
Discretionary$39M
Non-Disc.$265.2M
Employees138
Clients1,100
DateJan 2015
Total AUM$304.2M
Discretionary$39M
Non-Disc.$265.2M
Employees138
Clients1,100
DateOct 2014
Total AUM$304.2M
Discretionary$39M
Non-Disc.$265.2M
Employees138
Clients1,100
DateOct 2014
Total AUM$304.2M
Discretionary$39M
Non-Disc.$265.2M
Employees138
Clients1,100
DateSep 2014
Total AUM$304.2M
Discretionary$39M
Non-Disc.$265.2M
Employees138
Clients1,100
DateJul 2014
Total AUM$225.8M
Discretionary$20.8M
Non-Disc.$205M
Employees139
Clients1,000
DateMar 2014
Total AUM$225.8M
Discretionary$20.8M
Non-Disc.$205M
Employees139
Clients1,000
DateSep 2013
Total AUM$225.8M
Discretionary$20.8M
Non-Disc.$205M
Employees139
Clients1,000
DateSep 2013
Total AUM$225.8M
Discretionary$20.8M
Non-Disc.$205M
Employees139
Clients1,000
DateNov 2012
Total AUM$183.6M
Discretionary$9.8M
Non-Disc.$173.8M
Employees133
Clients700
DateSep 2012
Total AUM$183.6M
Discretionary$9.8M
Non-Disc.$173.8M
Employees251
Clients700
DateMay 2012
Total AUM$150.1M
Discretionary$4M
Non-Disc.$146.1M
Employees251
Clients700
DateMar 2012
Total AUM$150.1M
Discretionary$4M
Non-Disc.$146.1M
Employees251
Clients700
DateFeb 2012
Total AUM$150.1M
Discretionary$4M
Non-Disc.$146.1M
Employees251
Clients700
DateDec 2011
Total AUM$162.2M
Discretionary$664K
Non-Disc.$161.6M
Employees251
Clients1,000
DateJun 2011
Total AUM$129.5M
Discretionary$0
Non-Disc.$129.5M
Employees251
Clients--
DateMay 2011
Total AUM$129.5M
Discretionary$0
Non-Disc.$129.5M
Employees251
Clients--
DateApr 2011
Total AUM$129.5M
Discretionary$0
Non-Disc.$129.5M
Employees251
Clients--
DateApr 2011
Total AUM$129.5M
Discretionary$0
Non-Disc.$129.5M
Employees251
Clients--
DateFeb 2011
Total AUM$129.5M
Discretionary$0
Non-Disc.$129.5M
Employees251
Clients--
DateSep 2010
Total AUM$129.5M
Discretionary$0
Non-Disc.$129.5M
Employees251
Clients--
DateJun 2010
Total AUM$91.3M
Discretionary$23.2K
Non-Disc.$91.3M
Employees251
Clients--
DateMar 2010
Total AUM$91.3M
Discretionary$23.2K
Non-Disc.$91.3M
Employees251
Clients--
DateMar 2010
Total AUM$91.3M
Discretionary$23.2K
Non-Disc.$91.3M
Employees251
Clients--
DateSep 2009
Total AUM$91.3M
Discretionary$23.2K
Non-Disc.$91.3M
Employees251
Clients--
DateMay 2009
Total AUM$86.3M
Discretionary$7.5M
Non-Disc.$78.7M
Employees51
Clients--
DateOct 2007
Total AUM$81.4M
Discretionary$6.7M
Non-Disc.$74.7M
Employees51
Clients--
DateSep 2007
Total AUM$81.4M
Discretionary$6.7M
Non-Disc.$74.7M
Employees51
Clients--
DateMay 2007
Total AUM$77M
Discretionary$5.8M
Non-Disc.$71.2M
Employees51
Clients--
DateDec 2006
Total AUM$69.6M
Discretionary$0
Non-Disc.$69.6M
Employees--
Clients--
DateDec 2005
Total AUM$43.3M
Discretionary$0
Non-Disc.$43.3M
Employees--
Clients--
DateMay 2005
Total AUM$43.3M
Discretionary$0
Non-Disc.$43.3M
Employees--
Clients--