SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Monetary Management Group Inc
St Louis, MO
CRD 110284
Firm filing updated July 28, 2026 ·
- $583.8MAssets
- 117Clients
- 5Advisory staff
- 171Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals90
- Individuals13
- Pension and profit sharing plans8
- Charities5
- Insurance companies1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 13 | $9.1 million |
| High net worth individuals | 90 | $376.2 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 8 | $153.1 million |
| Charitable organizations | 5 | $44.8 million |
| Insurance companies | 1 | $560,000 |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Assets and accounts
- Regulatory assets$583.8 million
- Accounts171
- Discretionary$571.1 million · 168 accounts
- Non-discretionary$12.6 million · 3 accounts
People
- Employees5
- Advisory staff5
- Broker-dealer reps0
- Licensed insurance agents1
Registration details
- SEC-registered investment advisor. CRD 110284, SEC file 801-18512.
- Registered with the SEC as an investment advisor (status date on record: February 1, 1983).
Is Monetary Management Group Inc a fiduciary?
Short answer: Monetary Management Group Inc is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
1 staff member is a licensed insurance agent.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.