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Moneta Group Investment Advisors

Company Profile
Moneta Group Investment Advisors is an investment advisor in ST. Louis with $32.89 bn assets under management.

Company profile

Website
monetagroup.com/
Employees
Location
Missouri
Fiscal year end
Dec 31
Former names
Moneta Group Investment Advisors Inc
SEC CIK
0001120927
IRS number
201903821
SEC advisor number
801-34723
FINRA CRD number
104727
AUM ?
$32.89 bn (as of 18 Aug 22)
Accounts
33,261 (as of 18 Aug 22)
Employees
395 (162 investment advisory or research)
Address
Moneta Group Investment Advisors
100 SOUTH BRENTWOOD
SUITE 500
ST LOUIS
MO 63105
Phone
3147262300
Brochures
  • Moneta Group Investment Advisors, LLC Adv Brochure 2022 (18 Aug 22)
Latest filings (excl ownership)
No filings
Latest ownership filings
View all
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
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21
13F-HR
Quarterly holdings report by institutional manager
13 Aug 21
13F-HR
Quarterly holdings report by institutional manager
14 May 21
13F-HR
Quarterly holdings report by institutional manager
12 Feb 21
13F-HR
Quarterly holdings report by institutional manager
13 Nov 20
13F-HR
Quarterly holdings report by institutional manager
12 Aug 20
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