|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Moneta Group Investment Advisors LLC
✚
|
|
|---|---|
| CRD # | 104727 |
| SEC # | 801-34723 |
| CIK # | 0001120927 |
| AUM | $42.8 B (2025-05-21) |
| Employees | 538 (41% Investors, 0% Brokers) |
| Phone | 314-726-2300 |
| Address | 100 South Brentwood Blvd St Louis, MO 63105 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001120927 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Archer Daniels Midland Co | 0.2 | ||
| Apple Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,686 | 1.3 |
| (b) Individuals (high net worth individuals) | 4,976 | 36.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 236 | 4.5 |
| (h) Charitable organizations | 65 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 58 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 44,504 | 42.8 |
| By Discretionary | ||
| Discretionary | 31,717 | 35.1 |
| Non-Discretionary | 12,787 | 7.7 |
| Total | 44,504 | 42.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 42.8 | |
| Total | 44,504 | 42.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001120927] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Citigroup Global Markets Inc
✚
|
NY | 46.9 |
|
Avantax Advisory Services Inc
✚
|
TX | 46.1 |
|
Mawer Investment Management Ltd
✚
|
45.9 | |
|
Chevy Chase Trust Company
✚
|
MD | 40.3 |
|
AE Wealth Management LLC
✚
|
KS | 37.5 |
|
Private Advisor Group LLC
✚
|
NJ | 37.3 |
|
Osaic FA Inc
✚
|
IN | 37.1 |
|
Marquette Associates Inc
✚
|
IL | 35.6 |
|
EP Wealth Advisors LLC
✚
|
CA | 35.6 |
|
Cliffwater LLC
✚
|
CA | 35.1 |