Moneta Group Inc.

EST. AUM
$50,536,192,552

CONTACTS
34

CLIENT ACCOUNTS
48,410

Firm Details

Metro area St. Louis
CRD Number 104727
Website monetagroup.com
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Overview

Moneta Group Investment Advisors, LLC, a financial advisory firm based in St. Louis, MO, had $30.6 billion in assets under management (AUM). This makes Moneta one of the largest independent fee-only registered investment advisor firms in the country. Moneta's AUM includes cash, but the actual amount is not disclosed. Some of Moneta's top holdings include Schwab Strategic Trust, iShares, Inc., and Archer-Daniels-Midland Company.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Moneta Group Inc.

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