Monetary Management Group Inc

RIASEC RegisteredEst. 1983
Total AUM
$584M
Discretionary
$571M
98% of AUM
Avg account
$3.4M
Accounts
171
Employees
5
Advisory reps
8

Firm details

Headquarters
Ballwin, Missouri
CRD number
110284
Registered since
February 1, 1983
Website
www.monetarymanagementgroup.com
Custodians
RBC CAPITAL MARKETS, LLC, MIDWEST INSTITUTIONAL TRUST COMPANY
Fee structure
Percentage of AUM
Client types
  • HNWI64.44%
  • Pension & Profit Sharing Plans26.22%
  • Charitable Organizations7.67%
  • Individuals1.57%
  • Insurance Companies0.1%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Monetary Management Group Inc is an SEC‑registered advisory corporation that has been operating since 1983 and is owned by an individual. The firm serves both high‑net‑worth individuals and families as well as institutional clients, charging fees as a percentage of assets under management. Its advisory activity centers on discretionary portfolio management for individuals, small businesses, and for corporate or institutional accounts. The firm does not identify as an active ESG investor, is not multi‑state, and does not present itself as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 83%, US Government Bonds 9%, Cash & Cash Equivalents 4%, State & Local Bonds 2%, Investment Grade Corp Bonds 2%83%
  • Exchange Traded Equities83%
  • US Government Bonds9%
  • Cash & Cash Equivalents4%
  • State & Local Bonds2%
  • Investment Grade Corp Bonds2%

Owners & executives

2 of 2

  • Tom Wright Jr

    President, COOCRD 1964278

  • Thomas Wright

    CEO and Chief Investment OfficerCRD 1055948

Contacts

3 of 6

  • John Blixen

    Registered Investment AdvisorCRD 1472218

  • Elizabeth Wright

    ShareholderCRD 4477520

  • Kathleen Gorman

    Account AdministratorCRD 2685633

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 92

Active vs passive

$83.7M in ETFs

Passive

99%

$82.9M

Active

0%

$837K

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES RUSSELL 1000 GROWTH ETF (IWF)BlackRockPassiveLarge Growth$6.7M53,9348.00%
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Location

Primary office

Ballwin, MO

Saint Louis

Location

Ballwin, MO

Headquartered in Ballwin, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area
St. Louis-St. Charles-Farmington, MO-IL
Region
Midwest
County
Saint Louis
Address
13537 Barrett Parkway Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth