Monetta Financial Services Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Wheaton, IL. Its latest Form ADV filing, dated March 31, 2026, reports $145M in regulatory assets under management, 3 employees, and 2 accounts.
Assets Under Management
$145M
Employees
3
Offices
--
Total Clients
<5
Primary office
WHEATON, IL
1776-A SOUTH NAPERVILLE ROAD, SUITE 100, WHEATON, IL, United States
Top client segmentInvestment Cos. represent 100.0% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
100.0%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$145Mas of March 31, 2026
Discretionary100.0%
$145M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$145M
Total Accounts2
10Y AUM Change$-27M (-15.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee1:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.