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
Lauren Hunt (CRD# 6689642) 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.
Bradlee Jacobs (CRD# 5974532) 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.
Jordan Janes (CRD# 5300379) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Saint Louis, MO and has over 16 years of experience in the finance industry.
Michael Johnson (CRD# 2398269) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Saint Louis, MO and has over 30 years of experience in the finance industry.
Kelli Jones (CRD# 4559000) 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.
Patrick Jordan (CRD# 6646569) 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.
Megan Kanter (CRD# 5907831) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Denver, CO and has over 12 years of experience in the finance industry.
Cynthia Kirkpatrick (CRD# 4716352) 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.
Eric Kittner (CRD# 4740097) 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.
Nicholas Koboldt (CRD# 6718283) 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.