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MONETARY MANAGEMENT GROUP INC

CRD 110284 · SEC 801-18512

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13537 BARRETT PARKWAY DRIVE, SUITE 325, ST LOUIS, MO, 63021, United States

Phone

314-909-0646

Fax

314-909-0962

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$492.3M

Discretionary AUM

$479.7M

Team

6 total employees; 4 advisory reps

Clients

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-01-05

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals34$13.5M
High net worth individuals112$283.9M
Pension/profit sharing plans8$153.1M
Charitable organizations5$40.8M
Insurance companies1$560K
Corporations/business entities1$423K

States served

CA, IL, MO, TX

All web addresses on file

Official SEC filing: View on IAPD