George
Bidleman

Monetary Management Group Inc

CRD#4293605
Investment Advisor
in Ballwin, MO

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About this Advisor

George Bidleman is a chartered financial analyst working out of Ballwin, Missouri who has 10 years of relevant experience. Bidleman is on the advisory team at Monetary Management Group Inc. They have spent their entire employment at Monetary Management Group Inc. Bidleman has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Missouri. Monetary Management Group Inc is a financial advisory firm based out of Ballwin, MO. It manages $454 million in total assets across its 295 client accounts, placing it among the bigger investment advisory firms in the nation by assets under management. The firm provides services to four charitable organizations. Of its 295 accounts, 69% are held by high-net-worth individuals who have at least $1 million in assets. The company offers a set of services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors typically vary depending on the financial services. Fee types charged by Monetary Management Group Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years Registered*

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

13537 Barrett Parkway Drive Suite 325
Ballwin, MO 63021

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Monetary Management Group Inc Brokerage Details

Total Assets Under Management

$454,399,163

MO Average: $11,469,110,461
Total Number of Employees

5

MO Average: 458
Total Number of Accounts

295

MO Average: 33,415
Average Account Size

$1,540,336

MO Average: $343,232

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

George Bidleman Work History

George has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Monetary Management Group Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of George Bidleman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Monetary Management Group Inc

George Bidleman
Ballwin, MO
Patrick Bruno
Ballwin, MO
John Blixen
Ballwin, MO
Tom Wright Jr
Ballwin, MO
Thomas Wright
Ballwin, MO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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