Monetary Management Group Inc is an SEC registered investment adviser organized as a corporation with a primary office location in St Louis, MO. Its latest Form ADV filing, dated January 5, 2026, reports $492M in regulatory assets under management, 6 employees, and 296 accounts.
Assets Under Management
$492M
Employees
6
Offices
--
Total Clients
161
Primary office
ST LOUIS, MO
13537 BARRETT PARKWAY DRIVE, SUITE 325, ST LOUIS, MO, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 69.6% of total clients.
Top client categories% of clientsClients
1
HNWI
69.6%
112
2
Individuals
21.1%
34
3
Pension Plans
5.0%
8
4
Charitable
3.1%
5
5
Insurance Cos.
0.6%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$492Mas of January 5, 2026
Discretionary97.4%
$480M
97% of total RAUM97.4%
Non-discretionary2.6%
$13M
3% of total RAUM2.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$492M
Total Accounts296
10Y AUM Change+$156M (+46.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee27:1
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.