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| Monetary Management Group Inc
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| CRD # | 110284 |
| SEC # | 801-18512 |
| CIK # | 0001133014 |
| AUM | $492.3 M (2025-07-29) |
| Employees | 6 (67% Investors, 17% Brokers) |
| Phone | 314-909-0646 |
| Address | 13537 Barrett Parkway Drive St Louis, MO 63021 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001133014 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 35.3 | ||
| Nvidia Corp | 30.2 | ||
| Apple Inc | 27.3 | ||
| Broadcom Inc | 14.3 | ||
| Lilly Eli & Co | 12.7 | ||
| Amazon Com Inc | 11.4 | ||
| Facebook Inc | 10.9 | ||
| Alphabet Inc | 8.9 | ||
| Home Depot Inc | 8.9 | ||
| J P Morgan Chase & Co | 7.4 | ||
| AbbVie Inc | 6.8 | ||
| Mastercard Inc | 4.8 | ||
| Oracle Corp | 4.8 | ||
| Costco Wholesale Corp /NEW | 4.2 | ||
| CrowdStrike Holdings Inc | 4.1 | ||
| Lam Research Corp | 4.1 | ||
| Amgen Inc | 3.9 | ||
| VISA Inc | 3.6 | ||
| KLA Tencor Corp | 3.4 | ||
| Wal Mart Stores Inc | 3.4 | ||
| Abbott Laboratories | 3.3 | ||
| PepsiCo Inc | 3.3 | ||
| Caterpillar Inc | 3.2 | ||
| Stryker Corp | 3.0 | ||
| Chevron Corp | 3.0 | ||
| Qualcomm Inc/DE | 3.0 | ||
| Tesla Motors Inc | 2.9 | ||
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| AUM Breakdown | Accounts | AUM ($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 - 2025 |
|---|---|---|
| 13F-HR | [0001133014] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Squire Investment Management Company LLC
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|
UT | 0.5 |
|
Kolinsky Wealth Management LLC
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|
NJ | 0.5 |
|
Redwood Holdings LLC
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|
CA | 0.5 |
|
Private Wealth Management Group LLC
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|
NJ | 0.5 |
|
Harvest Investment Consultants LLC
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|
MD | 0.5 |
|
Hoxton Planning & Management LLC
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|
WV | 0.5 |
|
HC Advisors LLC
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|
GA | 0.5 |
|
CURA Wealth Advisors LLC
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|
IL | 0.5 |
|
Seed Planning Group LLC
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|
NY | 0.5 |
|
Burkett Financial Services LLC
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|
SC | 0.5 |