Moneta Group Investment Advisors LLC

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Assets, Funds, Holdings

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Moneta Group Investment Advisors LLC
CRD #104727
SEC #801-34723
CIK #1120927
AUM $20.3 BB (45% Disc, 100% US)
Employees300 (40% Investors, 0% Brokers)
Phone314-726-2300
Address100 South Brentwood, Suite 500
Clayton, MO 63105
Source IAPDexternal EDGARexternal Websiteexternal Twitterexternal LinkedInexternal Facebookexternal Instagramexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
IDV 74.4
IEMG 71.9
SCZ 47.6
IWN 42.2
IWM 35.1
SDY 30.8
DVY 21.6
IWO 21.1
VNQI 16.7
EFA 16.7
View All
Holdings by Sector ($BB)
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