MOLONEY SECURITIES ASSET MANAGEMENT LLC

13537 Barrett Parkway Drive, Suite 300
Manchester, Missouri 63021
Tel: (314) 909-0600

About MOLONEY SECURITIES ASSET MANAGEMENT LLC

MOLONEY SECURITIES ASSET MANAGEMENT LLC, formally registered with the SEC as MOLONEY SECURITIES ASSET MANAGEMENT LLC. The firm was established in 12/31/2015. They have over 46 offices throughout the country.

MOLONEY SECURITIES ASSET MANAGEMENT LLC is a Manchester, Missouri based Financial Planning firm with nearly $1,201,212,148 assets under management, offering retirement planning & investment advisory services to 4236 clients. The firm is staffed with 82 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	282448
SEC#	801-107149
Assets Managed by Firm	$1,201,212,148
No. of Clients	4236
No. of Advisors	82

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	4236	$1,201,212,148
Individuals (other than high net worth individuals)	1979	$578,557,230
High net worth individuals	332	$583,286,019
Pension and profit sharing plans	23	$8,514,332
Charitable organizations	5	$4,877,764
Corporations or other businesses	32	$25,976,803

More Retirement Planning firms in Manchester, Missouri:

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AMERICAN CENTURY INVESTMENT MANAGEMENT INC 4500 Main Street Kansas City, MO, 64111-7709	$229,554,718,263	647	225
OLIVE STREET INVESTMENT ADVISERS, LLC 12555 Manchester Road St. Louis, MO, 63131	$169,541,361,944	13	218
ASCENSION INVESTMENT MANAGEMENT 4600 Edmundson Road St. Louis, MO, 63134	$40,337,272,573	14	27
MONETA GROUP INVESTMENT ADVISORS, LLC 100 South Brentwood Blvd. St. Louis, MO, 63105	$37,481,639,918	40790	501

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