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MONETARY MANAGEMENT GROUP INC
CRD 110284 · SEC 801-18512
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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 34 | $13.5M |
| High net worth individuals | 112 | $283.9M |
| Pension/profit sharing plans | 8 | $153.1M |
| Charitable organizations | 5 | $40.8M |
| Insurance companies | 1 | $560K |
| Corporations/business entities | 1 | $423K |
States served
CA, IL, MO, TX
All web addresses on file
Official SEC filing: View on IAPD