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MONETA GROUP INVESTMENT ADVISORS, LLC

Business and Investment Profile

The MONETA GROUP INVESTMENT ADVISORS, LLC is a privately held investment adviser that advises $50.54Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. MONETA GROUP INVESTMENT ADVISORS, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 84.32% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 37.11 years and is comprised of 1 filing and 0 relying advisers. They operate out of 8 office locations with their Headquarters at 190 CARONDELET PLAZA SUITE 1200, ST. LOUIS, MISSOURI. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 585 employees comprised of 239 investment and 346 non-investment staff. The total number of Employees increased by 58.11% over the last 5-years.

Asset Profile

Their $50.54Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 323 other accounts. Assets of High Net Worth Individuals clients own $44.62Bn or 88.29% of Total Assets and Pension and Profit Sharing Plans-Private own $2.78Bn or 5.5% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 5 types of clients, top clients are High Net Worth Individuals and Pension and Profit Sharing Plans-Private.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses fixed fees and management fees.

Sub-Advisers

MONETA GROUP INVESTMENT ADVISORS, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: MONETA GROUP INVESTMENT ADVISORS, LLC

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Keywords: Moneta Group Investment Advisors, Moneta
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