MONETA GROUP INVESTMENT ADVISORS, LLC

100 South Brentwood Blvd.
St. Louis, Missouri 63105
Tel: 314-726-2300

About MONETA GROUP INVESTMENT ADVISORS, LLC

MONETA GROUP INVESTMENT ADVISORS, LLC, formally registered with the SEC as MONETA GROUP INVESTMENT ADVISORS, LLC. The firm was established in 06/30/1989. They have over 5 offices throughout the country.

MONETA GROUP INVESTMENT ADVISORS, LLC is a St. Louis, Missouri based Financial Planning firm with nearly $37,481,639,918 assets under management, offering retirement planning & investment advisory services to 40790 clients. The firm is staffed with 501 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	104727
SEC#	801-34723
Assets Managed by Firm	$37,481,639,918
No. of Clients	40790
No. of Advisors	501

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	40790	$37,481,639,918
Individuals (other than high net worth individuals)	2565	$1,353,036,872
High net worth individuals	4485	$31,538,602,164
Pension and profit sharing plans	224	$3,786,716,660
Charitable organizations	62	$572,827,794
Corporations or other businesses	48	$230,456,428

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