AdFi
MA

Momentum Advisors

SEC Registered
New York, NY917-997-4297
Assets Under Management
$100M–$500M
Office Locations
2 offices
Total Accounts
370

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPooled VehiclesCharitable OrganizationsOther

Services

Private funds / alternatives
Private Equity

Leadership

Allan J Boomer
MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER
The Momentum Group Inc.
MANAGING MEMBER, PARENT ENTITY
Allan J Boomer
100% SHAREHOLDER OF MOMENTUM ADVISORS, LLC

Office locations

2 offices in 2 states
NY
New YorkHQ
NJ
Somerset

Advisors at this firm

6 advisors in the directory

Regulatory & compliance

CRD number
#159574
SEC Number
801-73092
Disciplinary History
Yes
Fees & Minimums
Fee arrangements the firm reports: AUM / Flat Fee / Performance-based

Data as of July 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Momentum Advisors has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Momentum Advisors in New York, NY - Fees & Services