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Momentum Independent Network Inc.

● SEC registered since 2002CRD 17587SEC# 801-60812Dallas, TX
Export (members)
Reg. AUM
$1.61B
Employees
97
Accounts
4,721
Location
Dallas, TX

Momentum Independent Network Inc. assets under management

Momentum Independent Network Inc. is a registered investment adviser overseen by the SEC based in Dallas, TX. The firm has been registered since 2002. It reports $1.6 billion in regulatory assets under management and employs 97 people.

Momentum Independent Network Inc. owners & executives

15 reported
NameTitleOwnershipSince
Brian Lane Wittneben ControlGeneral Counsel/SecretaryUnder 5%2016
David King Medanich ControlBoard DirectorUnder 5%2017
Hilltop Securities Holdings, LLC ControlParentOver 75%2015
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Frequently asked questions

How much does Momentum Independent Network Inc. manage?

Momentum Independent Network Inc. reports $1.6 billion in regulatory assets under management on its Form ADV.

How many employees does Momentum Independent Network Inc. have?

Momentum Independent Network Inc. reports 97 employees.

Where is Momentum Independent Network Inc. located?

Momentum Independent Network Inc. is based in Dallas, TX and has been SEC-registered since 2002.

Does Momentum Independent Network Inc. disclose fund performance?

Momentum Independent Network Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address717 N. Harwood Street, Suite 3400, Dallas, TX 75201
Phone214-859-1800
Office hours8:00 a.m. - 5:00 p.m. Cst
SEC regionFort Worth Regional Office (FWRO)
CIK788704
Discloses disciplinary historyYes

Regulatory AUM

$1.61B▲ 20%
Mar '25 — $1.34BApr '25 — $1.34BMay '25 — $1.34BJun '25 — $1.34BJul '25 — $1.34BAug '25 — $1.34BSep '25 — $1.34BOct '25 — $1.34BNov '25 — $1.34BDec '25 — $1.34BJan '26 — $1.34BFeb '26 — $1.34BMar '26 — $1.61BApr '26 — $1.61BMay '26 — $1.61BJun '26 — $1.61B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 25%
Larger than 75% of 16,271 advisers
EmployeesTop 7%
More than 93% of 16,825 advisers

Assets under management

$1.61Bregulatory AUM
Discretionary $1.01BNon-discretionary $603.1M