MONETARY MANAGEMENT GROUP INC

RIASEC RegisteredEst. 1983
Total AUM
$492M
Discretionary
$480M
97% of AUM
Avg account
$1.7M
Accounts
296
Employees
6
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
  • HNWI57.66%
  • Pension & Profit Sharing Plans31.09%
  • Charitable Organizations8.29%
  • Individuals2.75%
  • Insurance Companies0.11%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Monetary Management Group Inc is a privately owned corporate adviser that has been SEC-registered since 1983. The firm operates on a percentage-of-AUM fee model and focuses on discretionary portfolio management for both individual and family clients as well as businesses and institutional accounts. Its operating profile does not indicate active ESG investing, multi-state adviser status, pension consulting, or that it functions as a capital allocator or affiliated adviser; ownership is listed as an individual.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

FINTRX

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 77%, US Government Bonds 10%, Cash & Cash Equivalents 4%, State & Local Bonds 3%, Investment Grade Corp Bonds 3%, Public Funds/Mutual Funds 3%77%
  • Exchange Traded Equities77%
  • US Government Bonds10%
  • Cash & Cash Equivalents4%
  • State & Local Bonds3%
  • Investment Grade Corp Bonds3%

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 89

Active vs passive

$70.9M in ETFs

Passive

100%

$70.6M

Active

0%

$283K

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES RUSSELL 1000 GROWTH ETF (IWF)BlackRockPassiveLarge Growth$5.5M12,8967.76%
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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