Monetary Management Corporation

Monetary Management Corporation (CRD# 131584) is a financial advisory firm headquartered in San Francisco, CA. They manage $17,410,582 in 57 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
One Embarcadero Center, Suite 4100, San Francisco, CA 94111
http://www.mmcsfo.com
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    57
    ACCOUNTS
  • Average Account Value
    $305,449
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Monetary Management Corporation
Showing 1 - 4 of 4 top financial advisors.
1
William Browne, financial advisor San Francisco CA
William S. Browne
CRD#: 4461199
San Francisco, CA 94111
William Browne (CRD# 4461199) is an Investment Advisor Representative working at Monetary Management Corporation in San Francisco, CA and has over 13 years of experience in the finance industry.
2
Nicholas Daifotis, financial advisor San Francisco CA
Nicholas K. Daifotis
CRD#: 6363632
One Embarcadero Center, Suite 4100, San Francisco, CA 94111

Nicholas Daifotis (CRD# 6363632) is an Investment Advisor Representative working at Monetary Management Corporation in San Francisco, CA and has 1 year of experience in the finance industry.

3
Michael Kokesh, financial advisor San Francisco CA
Michael O. Kokesh
CRD#: 5523423
One Embarcadero Center, Suite 4100, San Francisco, CA 94111

Michael Kokesh (CRD# 5523423) is an Investment Advisor Representative working at Monetary Management Corporation in San Francisco, CA and has over 12 years of experience in the finance industry.

4
Mark Williams, financial advisor San Francisco CA
Mark A. Williams
CRD#: 1433772
One Embarcadero Center, Suite 4100, San Francisco, CA 94111

Mark Williams (CRD# 1433772) is an Investment Advisor Representative working at Monetary Management Corporation in San Francisco, CA and has over 33 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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