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CRD#: 20130
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

MOMENTIX CAPITAL, INC. is located at 1 Bethany Road Suite 36, Hazlet, NJ 07730 and was first established at Woodbridge, New York in 06/05/1987. After operating for 39 years, MOMENTIX CAPITAL, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of MOMENTIX CAPITAL, INC.’s clients are individuals and 0% of their clients are high net worth individuals. MOMENTIX CAPITAL, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at MOMENTIX CAPITAL, INC. are registered to handle securities or provide financial advice. The firm has 5 disclosures, 5 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access MOMENTIX CAPITAL, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at MOMENTIX CAPITAL, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for MOMENTIX CAPITAL, INC. Comes From

Understanding the Statistics for MOMENTIX CAPITAL, INC. and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
Regulatory Event
5

FIRM INFORMATION

Main Address
1 Bethany Road Suite 36, Hazlet, NJ 07730
Mailing Address
1 Bethany Road Suite 36, Hazlet, NJ 07730
Firm Size
Small
Phone Number
(718) 554-6677
Established
New York since 06/05/1987
Firm Type
Corporation
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
BDM PARTNERS LLCMAJOR SHAREHOLDER
LOONEY, TIMOTHY ANDREWFINOP2727098
MANDERSON, CRAIG MICHAELCEO2738654
SMITH, JEFFREY SCOTTCCO2492551

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Advisor's working at MOMENTIX CAPITAL, INC.

WY

Wei-hung Yang

RR
CRD#: 4281653
Location:
Flushing, NY 11354
Company:
MOMENTIX CAPITAL, INC.
Disclosures:
Experience:
23 years
View Profile
PR

Praxedes Russi

Pat Russi Jr, Pat Russi, Praxedes Russi Jr
RR
CRD#: 2588105
Location:
Hazlet, NJ 07730
Company:
MOMENTIX CAPITAL, INC.
Disclosures:
Experience:
28 years
View Profile
JS

Jeffrey Scott Smith

Jeff Smith
RR
CRD#: 2492551
Location:
New York, NY 10038
Company:
VELOCITY CAPITAL, LLC
Disclosures:
Experience:
31 years
View Profile
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