|
⚲
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| Monetary Management Group Inc
✚
| |
|---|---|
| CRD # | 110284 |
| SEC # | 801-18512 |
| CIK # | 0001133014 |
| AUM | $464.8 MM (2024-07-25) |
| Employees | 6 (83% Investors, 17% Brokers) |
| Phone | 314-909-0646 |
| Address | 13537 Barrett Parkway Drive St Louis, MO 63021 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 32.9 | |
| AAPL | 2,382,844.0 | 29.8 | |
| NVDA | 399,550.0 | 24.8 | |
| LLY | 301,789.7 | 14.8 | |
| GOOGL | 1,475,138.5 | 11.7 | |
| AMZN | 1,092,997.8 | 10.1 | |
| HD | 277,648.0 | 8.8 | |
| AVGO | 201,282.9 | 8.7 | |
| META | 434,852.0 | 7.9 | |
| ABBV | 269,466.6 | 6.5 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 34 | 11.9 |
| (b) Individuals (high net worth individuals) | 114 | 237.0 |
| (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 | 8 | 175.9 |
| (h) Charitable organizations | 5 | 38.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 0.5 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 282 | 464.8 |
| By Discretionary | ||
| Discretionary | 268 | 448.4 |
| Non-Discretionary | 14 | 16.4 |
| Total | 282 | 464.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 30.9 | |
| United States Persons | 433.9 | |
| Total | 282 | 464.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001133014] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Wealth Management Advisors LLC
✚
|
SC | 0.5 |
|
Signal Advisors Wealth LLC
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|
MI | 0.5 |
|
Palisade Investments LLC
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NV | 0.5 |
|
Grand Jean Capital Management Inc
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|
CA | 0.5 |
|
Wedgewood Partners Inc
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|
MO | 0.5 |
|
DHJJ Financial Advisors Ltd
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|
IL | 0.5 |
|
RL Evans Co Inc
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|
WA | 0.5 |
|
Sandbox Financial Partners LLC
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|
MD | 0.5 |
|
Compound Family Offices LLC
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|
FL | 0.5 |
|
Collaborative Wealth Management Inc
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|
FL | 0.5 |