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| Monetary Management Group Inc
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| CRD # | 110284 |
| SEC # | 801-18512 |
| CIK # | 0001133014 |
| AUM | 492.3 M (2026-01-05) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 314-909-0646 |
| Address | 13537 Barrett Parkway Drive St Louis, MO 63021 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001133014 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 31.6 | ||
| Apple Inc | 30.7 | ||
| Microsoft Corp | 25.9 | ||
| Broadcom Inc | 15.5 | ||
| Lilly Eli & Co | 14.4 | ||
| Alphabet Inc | 12.4 | ||
| Amazon Com Inc | 9.7 | ||
| Lam Research Corp | 8.0 | ||
| Facebook Inc | 7.9 | ||
| Home Depot Inc | 7.5 | ||
| AbbVie Inc | 7.4 | ||
| J P Morgan Chase & Co | 7.2 | ||
| Caterpillar Inc | 5.5 | ||
| Amgen Inc | 4.7 | ||
| Alphabet Inc | 4.2 | ||
| Mastercard Inc | 4.1 | ||
| Johnson & Johnson | 4.1 | ||
| Chevron Corp | 4.0 | ||
| KLA Tencor Corp | 4.0 | ||
| Costco Wholesale Corp /NEW | 3.9 | ||
| Harris Corp /DE/ | 3.6 | ||
| Micron Technology Inc | 3.5 | ||
| Tesla Motors Inc | 3.4 | ||
| Wal Mart Stores Inc | 3.3 | ||
| Visa Inc | 3.2 | ||
| United Technologies Corp /DE/ | 3.2 | ||
| Denali Holding Inc | 2.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 34 | 13.5 |
| (b) Individuals (high net worth individuals) | 112 | 283.9 |
| (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 | 153.1 |
| (h) Charitable organizations | 5 | 40.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 0.6 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 296 | 492.3 |
| By Discretionary | ||
| Discretionary | 292 | 479.7 |
| Non-Discretionary | 4 | 12.6 |
| Total | 296 | 492.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 35.0 | |
| United States Persons | 457.3 | |
| Total | 296 | 492.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001133014] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Busey Capital Management Inc
✚
|
IL | 493.8 M |
|
Allred Capital Management LLC
✚
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TX | 493.4 M |
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HFM Investment Advisors Inc
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Symmetry Capital Advisors LLC
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TX | 492.7 M |
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Fusion Capital LLC
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SC | 492.3 M |
|
HANC Wealth Management LLC
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|
Tyler Street Capital
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|
MA | 491.5 M |
|
IF Advisors LLC
✚
|
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|
Paces Ferry Wealth Advisors LLC
✚
|
GA | 491.2 M |
|
Maryland Capital Advisors Inc
✚
|
MD | 490.8 M |