MOLONEY SECURITIES ASSET MANAGEMENT LLC

MANCHESTER, MO

(314) 909-0600

SEC #801-107149

Total AUM

$1.4B

Employees

Clients

2,362

Firm overview

Client Breakdown by AUM

AUM previous 5 years

Smooth Smooth / Detailed

Business

Principal Address

13537 BARRETT PARKWAY DRIVE, SUITE 300
MANCHESTER
MO 63021
United States

Operating Hours

8 AM - 5 PM
Monday - Friday

Phone

(314) 909-0600

Other Offices

Financials

Total AUM

$1.4B

Accounts

4,390

Discretionary

$1.3B

Accounts

4,221

Non-Discretionary

$94.2M

Accounts

169

Clients

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Individual Clients

1,957

AUM

$596M

HNW Individual Clients

336

AUM

$732.4M

Pension/Profit Sharing Plan Clients

AUM

$11.9M

Charitable Organization Clients

AUM

$20.5M

Corporation or Business Clients

AUM

$28.5M

Services

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Services Offered

Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications

Compensation Types

Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Compliance

Disclosures

Other Regulator False Statement/DishonestyOther Regulator Violation FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding

State Registrations

AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWI

Affiliates

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Affiliates

Reported 2 business affiliates.

Claimed Affiliates

Reported as an affiliate by 1 other business.