Moneta Group Investment Advisors, LLC
Moneta Group Investment Advisors, LLC (CRD# 104727) is a financial advisory firm headquartered in Saint Louis, MO. They manage $37,481,639,918 in 40,790 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management37,482MILLION
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Total Number of Accounts40,790ACCOUNTS
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Average Account Value$918,893
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Benjamin Trujillo (CRD# 6583102) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Saint Louis, MO and has over 8 years of experience in the finance industry.
Geneen Von Kloha (CRD# 4260815) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Saint Louis, MO and has over 23 years of experience in the finance industry.
Michael Vredenburgh (CRD# 4745022) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Saint Louis, MO and has over 19 years of experience in the finance industry.
Michael Walsh (CRD# 2631151) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Boulder, CO and has over 27 years of experience in the finance industry.
Kevin Ward (CRD# 6068572) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Chicago, IL and has 1 year of experience in the finance industry.
Michael Warner (CRD# 7000596) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Saint Louis, MO and has over 5 years of experience in the finance industry.
Nicholas Warren (CRD# 7115661) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Saint Louis, MO and has 1 year of experience in the finance industry.
Douglas Weber (CRD# 2837519) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Saint Louis, MO and has over 27 years of experience in the finance industry.
Mark Webster (CRD# 6086733) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Saint Louis, MO and has over 9 years of experience in the finance industry.
Daniel West (CRD# 2207538) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Saint Louis, MO and has over 32 years of experience in the finance industry.