Brian Timothy Marlar

CFP

Momentum Independent Network INC.

23 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Momentum Independent Network INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

135 advisors

Number of Clients

1,916 clients

Average Client Portfolio

$698K average

Assets Under Management

$1.3B

Fee Structure

Minimum Investment:$30K

Financial Planning:Investment management only

Location

717 N. Harwood Street, Suite 3400, Dallas, TX, 75201

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Brian is on the board of directors for the Shane Kemper Foundation, which raises money and grants scholarships. He is also a member and Camp Treasurer for Gideons International, soliciting donations for Bible production and distribution, dedicating minimal time to each activity.