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
Kara Harmon (CRD# 4457407) 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.
Anne Haudrich (CRD# 6689379) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Saint Louis, MO and has over 7 years of experience in the finance industry.
Mark Heffernan (CRD# 1609479) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Saint Louis, MO and has over 29 years of experience in the finance industry.
Robert Hehmeyer (CRD# 4198971) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Saint Louis, MO and has over 18 years of experience in the finance industry.
Laura Hessel (CRD# 4803070) 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.
Amy Hiett (CRD# 4918172) 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.
Samuel Hill (CRD# 6526597) 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.
Brian Hires (CRD# 4900513) 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.
David Hollo (CRD# 6559904) 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.
Brooke Hunady (CRD# 5159083) 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.