DA

David Herrick Abdulky

24 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
135 advisors
Number of Clients
1,916 clients
Average Client Portfolio
$698K average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$30K

MIN's fee schedules are negotiable based on factors like account value and services provided. The fees do not cover expenses of underlying ETFs, mutual funds, or ancillary services. Fees are calculated using the market value of the account on the last day of the preceding quarter and are billed in advance on a pro-rated quarterly basis. A portion of the fees received by MIN will be paid to the IAR. For the Partner – TPC Program, clients can choose advance or arrears billing.

Areas of Practice
Investment Management
Loading...

Advisor Information

Office location

7001 Preston Rd, Suite 300, Lb 32, Dallas, TX, 75205

Get directions
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
August 1989
Final Disposition
Other Business ActivitiesSells Insurance

David is an independent agent for Asurea, an insurance agency, since 2011, dedicating a few hours per week. He also works a few hours per week as an independent agent for United Health Group, selling short-term medical and healthcare insurance since 2018.

Employment History
Current Registrations
Momentum Independent Network INC.
January 2006 - Present · 20 yrs
Momentum Independent Network INC. Broker
April 2003 - Present · 22 yrs 9 mos
Previous Registrations
Edward Jones Broker
July 2001 - April 2003 · 1 yr 9 mos
State Registrations6 states
CTMNNMTXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.