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Building 2MONETARY MANAGEMENT GROUP INC

Map pinST LOUIS, MO
Phone314-909-0646
NotebookSEC #801-18512
Total AUM
$492.3M
Employees
6
Clients
161

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
13537 BARRETT PARKWAY DRIVE
SUITE 325
ST LOUIS
MO 63021
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
314-909-0646

ReceiptFinancials

Total AUM
$492.3M
Accounts
296
Discretionary
$479.7M
Accounts
292
Non-Discretionary
$12.6M
Accounts
4

ContactClients

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Individual Clients
34
AUM
$13.5M
HNW Individual Clients
112
AUM
$283.9M
Pension/Profit Sharing Plan Clients
8
AUM
$153.1M
Charitable Organization Clients
5
AUM
$40.8M
Insurance Company Clients
1
AUM
$560K
Corporation or Business Clients
1
AUM
$422.6K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAILMOTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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