MOMENTUM STRATEGIES LLC
Date of last update: 21 Apr 2025. Data updated weekly.
| Entity Name: | MOMENTUM STRATEGIES LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 19 Oct 2016 |
| Business ALEI: | 1220980 |
| Annual report due: | 31 Mar 2026 |
| Business address: | 849 BLACK ROCK TURNPIKE ANNEX BUILDING, EASTON, CT, 06612, United States |
| Mailing address: | PO BOX 56, EASTON, CT, United States, 06612 |
| ZIP code: | 06612 |
| County: | Fairfield |
| Place of Formation: | CONNECTICUT |
| E-Mail: | mightyoakmanagementllc@gmail.com |
NAICS
523940 Portfolio Management and Investment AdviceThis industry comprises establishments primarily engaged in managing the portfolio assets (i.e., funds) of others on a fee or commission basis and/or providing customized investment advice to clients on a fee basis. Establishments providing portfolio management have the authority to make investment decisions, and they derive fees based on the size and/or overall performance of the portfolio. Establishments providing investment advice provide financial planning advice and investment counseling to meet the goals and needs of specific clients, but do not have the authority to execute trades. Learn more at the U.S. Census Bureau
| Name | Role |
|---|---|
| MIGHTY OAK MANAGEMENT LLC | Agent |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| STEPHEN J. LANDA | Officer | 849 BLACK ROCK TURNPIKE, ANNEX BUILDING, EASTON, CT, 06612, United States | 849 BLACK ROCK ROAD, EASTON, CT, 06612, United States |
| Credential | Credential type | Status | Status reason | Issue date | Effective date | Expiration date |
|---|---|---|---|---|---|---|
| SE.1114082 | Securities - Exemptions | ACTIVE | ACTIVE | 2019-11-04 | 2019-11-04 | - |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0013071525 | 2025-03-24 | - | Annual Report | Annual Report | - |
| BF-0012246354 | 2024-05-31 | - | Annual Report | Annual Report | - |
| BF-0011464804 | 2023-05-23 | - | Annual Report | Annual Report | - |
| BF-0010201027 | 2023-05-23 | - | Annual Report | Annual Report | 2022 |
| 0007359886 | 2021-06-04 | - | Annual Report | Annual Report | 2021 |
| 0007074052 | 2021-01-20 | - | Annual Report | Annual Report | 2019 |
| 0007074058 | 2021-01-20 | - | Annual Report | Annual Report | 2020 |
| 0007074044 | 2021-01-20 | - | Annual Report | Annual Report | 2017 |
| 0007074049 | 2021-01-20 | - | Annual Report | Annual Report | 2018 |
| 0005686740 | 2016-10-19 | 2016-10-19 | Business Formation | Certificate of Organization | - |
Sources: Company Profile on Connecticut's Official State Website
* While we strive to keep this information correct and up-to-date, it is not the primary source, and the dataset source should always be referred to for definitive information