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
Phillip Crawford (CRD# 7115685) 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.
Allan Curtis (CRD# 2040977) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Saint Louis, MO and has over 34 years of experience in the finance industry.
David Curtis (CRD# 4708127) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Saint Louis, MO and has over 20 years of experience in the finance industry.
Jonathan Curtis (CRD# 2783790) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Saint Louis, MO and has over 26 years of experience in the finance industry.
Samriti Dhingra (CRD# 5288550) 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.
Billy Dickens (CRD# 4724749) 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.
Gene Diederich (CRD# 1283002) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Saint Louis, MO and has over 39 years of experience in the finance industry.
Steven Diederich (CRD# 5545277) 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.
Stephen Dolan (CRD# 2580901) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Saint Louis, MO and has over 13 years of experience in the finance industry.
Anthony Dorn (CRD# 4326420) 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.