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
Jennifer Freebersyser (CRD# 5731725) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Saint Louis, MO and has over 12 years of experience in the finance industry.
Travis Freeman (CRD# 5088500) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Saint Louis, MO and has over 17 years of experience in the finance industry.
Daniel Fuhrig (CRD# 6615707) 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.
Richard Gast (CRD# 4502034) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Saint Louis, MO and has over 22 years of experience in the finance industry.
Nancy Georgen (CRD# 1412524) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Saint Louis, MO and has over 37 years of experience in the finance industry.
Andrew Glenn (CRD# 5155069) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Clayton, MO and has 8 year of experience in the finance industry.
Mona Gooden (CRD# 4584274) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Saint Louis, MO and has over 21 years of experience in the finance industry.
John Grover (CRD# 5961158) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Saint Louis, MO and has over 12 years of experience in the finance industry.
Erin Hadary (CRD# 5072941) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Saint Louis, MO and has over 17 years of experience in the finance industry.
Timothy Halls (CRD# 4510391) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Saint Louis, MO and has over 22 years of experience in the finance industry.