MONETTA FINANCIAL SERVICES INC

Overview

Monetta Financial Services Inc. is a small, SEC-registered advisory firm that has been operating since 1984 and is owned by an individual. The firm serves institutional clients and is paid on a percentage-of-AUM basis. Its stated advisory activity is portfolio management for investment companies, which indicates the firm runs accounts on behalf of pooled vehicles rather than acting primarily as a retail wealth manager. Monetta is not positioned as an ESG-focused allocator and does not identify as a multi-state or pension consultant adviser. It does not report that it functions as a capital allocator to external managers. The firm’s footprint and regulatory profile suggest a narrow, institution-oriented practice focused on discretionary portfolio management.

Assets & Accounts

Public Holdings

Investments & Alternatives