MOMENTOUS WEALTH MANAGEMENT, INC. - Financial Advisor in Washington, Vancouver

Tel: 360-597-4570 300 E. 17th Street Vancouver, Washington 98663

About MOMENTOUS WEALTH MANAGEMENT, INC.

MOMENTOUS WEALTH MANAGEMENT, INC. is a Vancouver, Washington based financial advisory firm with nearly $313,583,143 in assets under management and provides investment advisory services for 1049 clients. There are currently 5 financial advisors at the firm.

General Information

Firm CRD#:

288429

Firm SEC#:

801-110752

Assets Under Management:

$313,583,143

No. of Clients:

1049

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

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