Monetary Management Group Inc
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Overview
Monetary Management Group Inc is a financial advisory company headquartered in Ballwin, Missouri. It manages $454.4 million in assets over 295 accounts, making it one of the larger firms in the nation by assets under management (AUM). The company has a small group, including 5 financial advisors. Monetary Management Group Inc is not a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer company to do so. Securities are defined as exchangable financial investments like equities, bonds and options.
Monetary Management Group Inc administers the majority of its accounts on a discretionary basis. Discretionary management means that an investment advisor has the discretion to make transaction judgments for the client's account without needing to seek client permission. Monetary Management Group Inc also has 19 non-discretionary accounts totaling $16.4 million in assets under management. The advisory firm's typical account size is $1.5 million. The typical financial advisor at Monetary Management Group Inc manages about 59 client accounts, placing it towards the middle in terms of personalization.
The company's main office is located at 13537 Barrett Parkway Drive, Ballwin, Missouri 63021. The firm is permitted to serve investors across 4 states, including Illinois, Missouri, Texas and Michigan.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Monetary Management Group Inc by the Numbers
$454.4 million
5
295
$1.5 million
Fee Structure
A financial advisor's fees depend on which services are offered. However, fees billed by the firm typically consist of the following fee type: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are offered by Monetary Management Group Inc.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It works with retail investors, high net worth investors, pension plans and charitable organizations. Out of its 295 customers, Monetary Management Group Inc's biggest client group by number of accounts is high net worth investors, but it also manages money for 101 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 1% of the firm's accounts reside abroad.
- High-Net-Worth Individuals* - 68.71%
- Other Individuals - 23.13%
- Corporations - 5.44%
- Charitable Organizations - 2.72%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Monetary Management Group Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Monetary Management Group Inc
Ballwin, MO
Ballwin, MO
Ballwin, MO
Ballwin, MO
Ballwin, MO
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