Moneta Group Investment Advisors is an investment advisor in ST. Louis with $32.89 bn assets under management.
Company profile
Website
Employees
Location
Fiscal year end
Former names
Moneta Group Investment Advisors Inc
SEC CIK
IRS number
201903821
SEC advisor number
801-34723
FINRA CRD number
104727
AUM ?
$37.48 bn
(as of 28 Mar 24)
Accounts
40,790
(as of 28 Mar 24)
Employees
501
(214 investment advisory or research)
Address
Moneta Group Investment Advisors
100 SOUTH BRENTWOOD
SUITE 500
ST LOUIS
MO 63105
100 SOUTH BRENTWOOD
SUITE 500
ST LOUIS
MO 63105
Phone
3147262300
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Feb 24
13F-HR
Quarterly holdings report by institutional manager
15 Nov 23
13F-HR
Quarterly holdings report by institutional manager
15 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
16 Feb 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
16 Feb 23
13F-HR
Quarterly holdings report by institutional manager
15 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
11 May 22