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Building 2MONETA GROUP INVESTMENT ADVISORS, LLC

Map pinST. LOUIS, MO
Phone314-726-2300
NotebookSEC #801-34723
Total AUM
$50.5B
Employees
585
Clients
9,168

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
190 CARONDELET PLAZA
SUITE 1200
ST. LOUIS
MO 63105
United States
Operating Hours
8:00-5:00
Monday - Friday
Phone
314-726-2300
Other Offices
9

ReceiptFinancials

Total AUM
$50.5B
Accounts
48,410
Discretionary
$42.6B
Accounts
36,367
Non-Discretionary
$8B
Accounts
12,043

ContactClients

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Individual Clients
3,380
AUM
$2.1B
HNW Individual Clients
5,460
AUM
$44.6B
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
191
AUM
$2.8B
Charitable Organization Clients
66
AUM
$719.7M
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
66
AUM
$320M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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