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Monetary Management Group Inc

Updated today

Client assets under management

$297,425,565

Clients

146

77% high-net worth

Advisors

4

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

37

Low

Average account size

$2,037,161

About

Monetary Management Group is a small advisory team serving individuals (including high net worth clients), trusts, retirement plans, Taft‑Hartley plans and other institutional accounts; the firm manages roughly $492 million for about 146 clients and operates with a four‑advisor team. Like many team firms, it provides ongoing portfolio management for individual clients and charges advisory fees based on assets under management.

The firm delivers discretionary investment management through a firm‑sponsored wrap fee program in which all clients participate, using a single comprehensive fee that covers trade execution, research and reporting. Portfolio management is handled in‑house by the firm’s advisers rather than by outside managers, with client risk tolerance, time horizon and restrictions collected and used to tailor portfolios; the firm also notes its ERISA fiduciary role when advising retirement accounts.

Distinctive features include serving insurance company clients — a relatively uncommon client type for firms of this size — and operating as a wrap program sponsor, which affects how trading costs and incentives are handled. The brochure also discloses that an affiliated adviser is licensed to sell insurance and may receive commissions for such sales, creating a potential conflict of interest that the firm says is mitigated by its fiduciary duties and client choice.

Client services

Portfolio management

Expertise

Options & derivatives strategies

Fee options

Percentage

$0+: 1.0% - 2.0% per annum on equities $0+: 0.50% - 1.0% per annum on fixed income

Other

Account minimum: $500,000 (negotiable) Minimum fee: $2,500 annually, accounts can be combined for determining minimum fee Fee-only: Wrap fee program with a single comprehensive fee covering advisory services and trade execution

Main office location

Monetary Management Group Inc

13537 Barrett Parkway Drive, Suite 325

St Louis MO 63021, United States

Number of offices

1

Most active in

California · Illinois · Missouri · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Patrick B

Series 63, Series 65

St Louis, MO

Monetary Management Group Inc

Patrick Bruno is a financial advisor with Monetary Management Group Inc in St. Louis, MO, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Monetary Management Group since 2006 and spent one year at Moloney Securities Co., Inc. prior to that. Monetary Management Group is a four-advisor team managing approximately $492 million for about 146 clients, including individuals, trusts, retirement plans, Taft-Hartley plans, and institutional accounts. The firm provides discretionary investment management through a wrap fee program and manages portfolios in-house, tailoring them to client risk tolerance, time horizon, and restrictions.

Options & derivatives strategies
user avatar

John B

Series 63, Series 65

St Louis, MO

Monetary Management Group Inc

John Blixen is a financial advisor with Monetary Management Group Inc in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Monetary Management Group since 2002, working within a four-advisor team. Monetary Management Group serves individuals, high net worth clients, trusts, retirement plans, Taft-Hartley plans, and other institutional accounts, managing approximately $492 million across about 146 clients. The firm provides discretionary investment management through a wrap fee program with in-house portfolio management tailored to client risk tolerance and time horizon.

Options & derivatives strategies
user avatar

Tom W

Series 63, Series 65

St Louis, MO

Monetary Management Group Inc

Tom Wright Jr is a financial advisor with Monetary Management Group Inc in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Monetary Management Group since 1998 and also has experience with Moloney Securities Co., Inc. Wright is a licensed insurance producer with qualifications in accident and health, casualty, life, property, and variable life and annuity insurance through NEC Insurance. Monetary Management Group is a four-advisor team managing approximately $492 million for about 146 clients, including individuals, trusts, retirement plans, Taft-Hartley plans, and institutional accounts. The firm provides discretionary investment management through a wrap fee program with in-house portfolio management tailored to client risk tolerance and time horizons.

Options & derivatives strategies
user avatar

George B

CFA®, Series 63, Series 65

St Louis, MO

Monetary Management Group Inc

George Bidleman Jr. is a CFA® charterholder with 13 years of industry experience. He has been with Monetary Management Group Inc in St. Louis, MO since 2013, working as part of a four-advisor team. Monetary Management Group serves individuals, trusts, retirement plans, Taft-Hartley plans, and other institutional accounts, managing approximately $492 million for about 146 clients. The firm provides discretionary portfolio management through a wrap fee program, handling investment decisions in-house and tailoring portfolios based on client risk tolerance and time horizon.

Options & derivatives strategies
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