MONETARY MANAGEMENT GROUP INC
Adviser information for MONETARY MANAGEMENT GROUP INC last updated from Form ADV on November 29th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | APRIL |
| Legal Location | Missouri, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 274 | $438.8M |
| Non-Discretionary | 15 | $16.3M |
| Total | 289 | $455.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 33 | $10.9M |
| HNW Individuals | 103 | $230.9M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 8 | $175.9M |
| Charitable organizations | <5 | $37.4M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 1 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUM |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 238.0M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| DISCRETIONARY WRAP PROGRAM | MONETARY MANAGEMENT GROUP INC. |
Principal Office
13537 BARRETT PARKWAY DRIVESUITE 325
ST LOUIS
MO
United States
Monday - Friday, 8:00AM TO 5:00PM
Tel: 314-909-0646, Fax: 314-909-0962
Websites
Chief Compliance Officer
THOMAS G WRIGHT, JR.
PRESIDENT
13537 BARRETT PKWY
SUITE 325
ST. LOUIS
MO
United States
Tel:
(314) 909-0646
Fax:
(314) 909-0962
T********@**************************M
(Full email address available in API data)
Regulatory Contact
LORI NEIDEL
OUTSIDE COMPLIANCE PROVIDER
910 E. BROADWAY
SUITE 209
COLUMBIA
MO
United States
Tel:
573-416-8076
L***@************************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WRIGHT, THOMAS, GEORGE | Individual | – | CEO/CHIEF INVESTMENT OFFICER/DIRECTOR | 02/1983 | > 75% |
| WRIGHT JR, TOM, GEORGE | Individual | – | PRESIDENT/CHIEF COMPLIANCE OFFICER | 01/1998 | 10-25% |
| BRUNTS, LISA, WRIGHT | Individual | – | SHAREHOLDER | 03/2000 | 10-25% |
| GORMAN, KATHLEEN, ANNE | Individual | – | SHAREHOLDER | 03/2000 | 10-25% |
| WRIGHT-GAJDA, ELIZABETH, ANN | Individual | – | SHAREHOLDER | 03/2000 | 10-25% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 16th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| 3M Company | COM | 370K | 4K | – |
| AT&T | COM | 140K | 7K | – |
| Abbott Laboratories | COM | 3M | 31K | – |
| Abbvie lnc. | COM | 6M | 38K | – |
| Accenture Plc | COM | 1M | 4K | – |
| Adobe Inc. | COM | 2M | 4K | – |
| Advanced Micro Devices Inc. | COM | 1M | 9K | – |
| Aercap Holdings | COM | 298K | 3K | – |
| Aes Corporation | COM | 18K | 1K | – |
| Aflac | COM | 630K | 7K | – |
| Air Lease Corp | COM | 95K | 2K | – |
| Air Products & Chemicals | COM | 662K | 3K | – |
| Allstate Corporation | COM | 351K | 2K | – |
| Alphabet Inc (A) | COM | 12M | 64K | – |
| Alphabet Inc (C) | COM | 2M | 9K | – |
| Altria Group, Inc. | COM | 219K | 5K | – |
| Amazon.Com Inc. | COM | 10M | 53K | – |
| Ameren Corp | COM | 161K | 2K | – |
| American Electric Power Company, Inc. | COM | 379K | 4K | – |
| American Express Co | COM | 550K | 2K | – |
| American International Group, Inc. | COM | 634K | 9K | – |
| American Tower Corporation | COM | 635K | 3K | – |
| American Waterworks Co | COM | 65K | 500 | – |
| Amgen Inc. | COM | 4M | 14K | – |
| Amphenol Corp | COM | 499K | 7K | – |
| Annaly Capital Management | COM | 8K | 437 | – |
| Anthem Inc. | COM | 135K | 250 | – |
| Apollo Global Management Ord Shs | COM | 35K | 300 | – |
| Apple Inc. | COM | 30M | 141K | – |
| Applied Materials Inc. | COM | 348K | 1K | – |
| Aramark | COM | 17K | 500 | – |
| Astrazeneca Plc | COM | 429K | 6K | – |
| Atlassian Ord Shs Class A | COM | 37K | 210 | – |
| Autodesk | COM | 56K | 225 | – |
| Automatic Data Processing | COM | 1M | 5K | – |
| Avalonbay Communities Inc. | COM | 26K | 125 | – |
| Bankamerica Corp | COM | 189K | 5K | – |
| Becton Dickinson | COM | 58K | 250 | – |
| Berkshire Hathaway Class B | COM | 2M | 5K | – |
| Blackrock Science & Technology Trust | COM | 17K | 445 | – |
| Blackstone Group | COM | 149K | 1K | – |
| Boeing | COM | 59K | 325 | – |
| Booking Hldgs Inc. | COM | 1M | 253 | – |
| Boston Properties Inc. | COM | 9K | 150 | – |
| Bristol-Myers | COM | 802K | 19K | – |
| British American Tobacco | COM | 227K | 7K | – |
| British Petroleum Ads | COM | 63K | 2K | – |
| Broadcom Inc. | COM | 9M | 5K | – |
| Brookfield Renewable Sub Voting Class A | COM | 28K | 1K | – |
| Bunge Limited | COM | 43K | 400 | – |
| CSX Corp | COM | 60K | 2K | – |
| CVS Health Corporation | COM | 757K | 13K | – |
| Cadence Design Systems | COM | 1M | 5K | – |
| Calamos Conv Opp Inc Fund | COM | 175K | 15K | – |
| Capital One Financial Corp | COM | 104K | 750 | – |
| Carrier Global Corporation | COM | 131K | 2K | – |
| Caterpillar Inc. | COM | 3M | 10K | – |
| Centene Corp | COM | 232K | 4K | – |
| Charles Schwab | COM | 81K | 1K | – |
| Cheniere Energy | COM | 687K | 6K | – |
| Chevron Corp | COM | 3M | 21K | – |
| Chipotle Mexican Grill Inc. | COM | 94K | 2K | – |
| Chubb Ltd | COM | 1M | 4K | – |
| Cigna Corp | COM | 751K | 2K | – |
| Cisco Systems Inc. | COM | 1M | 23K | – |
| Citigroup | COM | 103K | 2K | – |
| Clearway Energy, Inc. | COM | 341K | 14K | – |
| Clorox Co-Del | COM | 212K | 2K | – |
| Coca Cola Co | COM | 826K | 13K | – |
| Cognizant Technology Solutions Corp | COM | 44K | 650 | – |
| Colgate Palmolive | COM | 835K | 9K | – |
| Comcast Corp Cl A | COM | 370K | 9K | – |
| Commerce Bancshares Inc. | COM | 45K | 810 | – |
| Communication Services Select Sector Fd | COM | 415K | 5K | – |
| Conagra, Inc. | COM | 11K | 400 | – |
| Conocophillips | COM | 303K | 3K | – |
| Consol Energy Inc. | COM | 617K | 6K | – |
| Consolidated Edison | COM | 863K | 10K | – |
| Constellation Brands Inc | COM | 238K | 925 | – |
| Corteva Inc | COM | 46K | 849 | – |
| Costco Whsl Corp | COM | 4M | 4K | – |
| CrowdStrike Holdings | COM | 2M | 5K | – |
| Cummins Inc. | COM | 494K | 2K | – |
| Danaher | COM | 412K | 2K | – |
| Deere & Company | COM | 3M | 7K | – |
| Dell Corporation | COM | 27K | 194 | – |
| Delta Air Lines Inc. | COM | 975K | 21K | – |
| Devon Energy Corp. | COM | 213K | 5K | – |
| Diamondback Energy | COM | 330K | 2K | – |
| Digital Realty Trust Inc. | COM | 139K | 912 | – |
| Discover Finl Svcs | COM | 608K | 5K | – |
| Disney Walt Co. | COM | 439K | 4K | – |
| Dnp Select Income Fund Inc. | COM | 551K | 67K | – |
| Dominion Energy Inc. | COM | 20K | 400 | – |
| Dover Corp | COM | 108K | 600 | – |
| Dow Inc. | COM | 335K | 6K | – |
| Duke Energy Corp. | COM | 575K | 6K | – |
| Dupont De Nemours Inc | COM | 153K | 2K | – |
| EOG Resources Inc. | COM | 972K | 8K | – |
| Easterly Government Properties, Inc | COM | 272K | 22K | – |
| Edwards Lifesciences Corp | COM | 750K | 8K | – |
| Eli Lilly And Co. | COM | 15M | 16K | – |
| Emerson Electric | COM | 744K | 7K | – |
| Energizer Holdings Inc. | COM | 15K | 500 | – |
| Energy Transfer Partners, LP | COM | 1M | 64K | – |
| Enterprise Prods Partners Lp | COM | 903K | 31K | – |
| Exelon Corporation | COM | 17K | 500 | – |
| Exxon Mobil Corp | COM | 1M | 12K | – |
| Fastenal Company | COM | 13K | 200 | – |
| Federal Realty Investment Trust | COM | 379K | 4K | – |
| Fidelity Natl Information Serv | COM | 364K | 5K | – |
| Fifth Third Bnc | COM | 60K | 2K | – |
| First Trust NASDAQ-100 Tech Sector Index F | COM | 30K | 150 | – |
| Fiserv, Inc. | COM | 37K | 250 | – |
| Flex Lng Ltd | COM | 273K | 10K | – |
| Ford Motor Co | COM | 38K | 3K | – |
| Generac Holdings Inc. | COM | 159K | 1K | – |
| General Dynamics | COM | 592K | 2K | – |
| General Mills Inc. | COM | 155K | 2K | – |
| Gilead Sciences Inc | COM | 17K | 250 | – |
| Glaxosmithkline Plc Adr | COM | 574K | 15K | – |
| Goldman Sachs | COM | 509K | 1K | – |
| Graco Inc. | COM | 71K | 900 | – |
| Grainger W W Inc. | COM | 135K | 150 | – |
| Hartford Financial Services | COM | 621K | 6K | – |
| Healthpeak Properties Inc | COM | 24K | 1K | – |
| Hershey Foods Inc. | COM | 83K | 450 | – |
| Home Depot Inc | COM | 9M | 26K | – |
| Honeywell International | COM | 1M | 6K | – |
| Humana Inc. | COM | 1M | 3K | – |
| I Shares MSCI Emerg Mkts | COM | 355K | 8K | – |
| I Shares Nasdaq Bitotech Fd | COM | 41K | 300 | – |
| I Shares Russell 1000 Value Index | COM | 4M | 22K | – |
| I Shares Tr Russell 1000 Growth Index | COM | 5M | 14K | – |
| IBM Corp | COM | 1M | 7K | – |
| IShares Expanded Tech-Software | COM | 437K | 5K | – |
| IShares International Select Dividend | COM | 650K | 24K | – |
| IShares MSCI ACWI | COM | 11K | 100 | – |
| IShares Muni Bond | COM | 533K | 5K | – |
| IShares Russell 2000 Index Fd | COM | 1M | 6K | – |
| IShares Russell 2000 Value | COM | 23K | 150 | – |
| IShares Russell 3000 ETF | COM | 31K | 100 | – |
| IShares Russell Midcap Growth Index | COM | 193K | 2K | – |
| IShares Russell Midcap Value Index | COM | 574K | 5K | – |
| IShares S&P 500 Index | COM | 1M | 3K | – |
| IShares Select Dividend | COM | 2M | 20K | – |
| ITT Inc. | COM | 52K | 400 | – |
| Illinois Tool Works | COM | 332K | 1K | – |
| Ingersoll Rand | COM | 13K | 140 | – |
| Intel Corporation | COM | 923K | 30K | – |
| Intercontinental Exchange Inc | COM | 27K | 200 | – |
| Intuit | COM | 1M | 2K | – |
| Intuitive Surgical Inc. | COM | 843K | 2K | – |
| Invesco Financial Preferred ETF | COM | 15K | 1K | – |
| Invesco QQQ Trust | COM | 934K | 2K | – |
| Iron Mountain, Inc. | COM | 161K | 2K | – |
| Ishares MSCI Eafe Index Fd | COM | 282K | 4K | – |
| Ishares Phlx Semiconductor | COM | 1M | 4K | – |
| Ishares Russell Midcap Index Fund | COM | 1M | 14K | – |
| Ishares Silver Trust | COM | 53K | 2K | – |
| Ishares Tr S&P 500 Growth | COM | 347K | 4K | – |
| Ishares Tr S&P 500 Value | COM | 273K | 2K | – |
| Ishares US Real Estate | COM | 143K | 2K | – |
| J P Morgan/Chase | COM | 5M | 27K | – |
| JB Hunt Transport | COM | 240K | 2K | – |
| Jacob Solutions Inc | COM | 28K | 200 | – |
| Jefferies Financial Group Inc | COM | 368K | 7K | – |
| Johnson & Johnson | COM | 2M | 17K | – |
| Johnson Controls International Plc | COM | 299K | 5K | – |
| KLA Corporation | COM | 3M | 4K | – |
| Kayne Anderson Mlp | COM | 527K | 51K | – |
| Kellogg | COM | 43K | 750 | – |
| Keurig Dr. Pepper | COM | 14K | 425 | – |
| Kimberly Clark Corp. | COM | 335K | 2K | – |
| Kinder Morgan Inc | COM | 522K | 26K | – |
| Kraft Heinz (The) | COM | 193K | 6K | – |
| L3Harris Technologies Inc. | COM | 3M | 12K | – |
| Lab Corp. Of America Holdings | COM | 407K | 2K | – |
| Lam Research Corp. | COM | 5M | 4K | – |
| Linde PLC Ordinary Share | COM | 110K | 250 | – |
| Lockheed Martin Corp | COM | 1M | 3K | – |
| Louisiana Pac Corp | COM | 41K | 500 | – |
| Lowes Cos Inc. | COM | 3M | 11K | – |
| Lyondellbasell Industries | COM | 24K | 250 | – |
| M & T Bank Corp | COM | 76K | 500 | – |
| MFS Intermediate | COM | 5K | 2K | – |
| MGE Energy | COM | 22K | 300 | – |
| MPLX Com Unit Rep LTD | COM | 494K | 12K | – |
| Marathon Pete Corp | COM | 121K | 700 | – |
| Market Vectors Gold Miners ETF | COM | 17K | 500 | – |
| Marriott International | COM | 91K | 375 | – |
| Martin Marietta Materials | COM | 271K | 500 | – |
| Marvell Technology, Inc. | COM | 35K | 500 | – |
| Mastercard Inc. (A) | COM | 4M | 9K | – |
| Mcdonald's Corporation | COM | 2M | 7K | – |
| Medtronic Inc | COM | 882K | 11K | – |
| Merck & Co., Inc. | COM | 1M | 9K | – |
| Meta Platforms Inc. | COM | 8M | 16K | – |
| Metlife Inc Com | COM | 140K | 2K | – |
| Micron Technology | COM | 460K | 4K | – |
| Microsoft Corp | COM | 33M | 74K | – |
| Mondelez Intl Inc | COM | 674K | 10K | – |
| Morgan Stanley | COM | 97K | 1K | – |
| Nestles Sa Spons Adr | COM | 135K | 1K | – |
| Netflix Inc. | COM | 1M | 2K | – |
| Neuberger Bernman MLP Income Fund, Inc | COM | 104K | 13K | – |
| New Residential Investment Corp | COM | 142K | 13K | – |
| Newmont Mining | COM | 28K | 675 | – |
| Nextera Energy Inc. | COM | 1M | 15K | – |
| Nextera Energy Partners LP | COM | 989K | 36K | – |
| Nike Inc Cl B | COM | 639K | 8K | – |
| Nisource Inc | COM | 56K | 2K | – |
| Norfolk Southern | COM | 333K | 2K | – |
| Northrop Grumman Corp | COM | 828K | 2K | – |
| Northwest Natural Holding CO | COM | 18K | 500 | – |
| Novartis Ag | COM | 134K | 1K | – |
| Novo Nordisk Inc. | COM | 795K | 6K | – |
| Nucor Corp. | COM | 237K | 2K | – |
| Nvidia Corp. | COM | 25M | 201K | – |
| O Reilly Automotive Inc. | COM | 2M | 2K | – |
| Olin Corporation | COM | 3M | 61K | – |
| Oneok Inc. | COM | 2M | 20K | – |
| Oracle Corp | COM | 3M | 18K | – |
| Otis Worldwide Corporation | COM | 57K | 596 | – |
| PPG Industries Inc. | COM | 239K | 2K | – |
| Palo Alto Networks Inc. | COM | 2M | 6K | – |
| Parker Hannifin Corp | COM | 2M | 3K | – |
| Paychex | COM | 65K | 550 | – |
| Paypal Holdings Inc | COM | 73K | 1K | – |
| Pepsico Inc | COM | 5M | 28K | – |
| Pfizer, Inc. | COM | 1M | 47K | – |
| Philip Morris Intl Inc | COM | 2M | 17K | – |
| Phillips 66 | COM | 322K | 2K | – |
| Pinnacle West Capital | COM | 31K | 400 | – |
| Price T Rowe Associates | COM | 23K | 200 | – |
| Procter & Gamble | COM | 3M | 17K | – |
| Progressive Corp Ohio | COM | 145K | 700 | – |
| Public Storage | COM | 302K | 1K | – |
| Qualcomm Inc | COM | 3M | 16K | – |
| Quanex Corp | COM | 830K | 30K | – |
| Raytheon Technologies Corp | COM | 1M | 11K | – |
| Real Estate Select Sector SPDR Fund | COM | 444K | 12K | – |
| Realty Income Corp | COM | 19K | 360 | – |
| Reaves Utility Inc. Tr | COM | 164K | 6K | – |
| Regeneron Pharmaceuticals | COM | 2M | 1K | – |
| Rockwell Automation | COM | 48K | 175 | – |
| S&P SPDR Utilities | COM | 611K | 9K | – |
| SPDR TR Biotech | COM | 139K | 2K | – |
| SRH Total Return Fund, Inc | COM | 175K | 12K | – |
| Salesforce Inc. | COM | 865K | 3K | – |
| Sanofi | COM | 49K | 1K | – |
| Schlumberger Ltd | COM | 47K | 1K | – |
| Seagate Technology | COM | 77K | 750 | – |
| Sector Spdr Tr Shs Ben Int Technology | COM | 1M | 6K | – |
| Select SPDR Energy | COM | 2M | 20K | – |
| Select SPDR Materials (XLB) | COM | 617K | 7K | – |
| Select SPDR Tr Health Care Sector | COM | 248K | 2K | – |
| Select Sector SPDR Financial | COM | 1M | 36K | – |
| Select Sector Spider Con Disc | COM | 1M | 6K | – |
| Select Sector Spider Industrial | COM | 439K | 4K | – |
| Select Spiders Consumer Staples | COM | 650K | 8K | – |
| Sempra Energy | COM | 30K | 400 | – |
| Servicenow Inc. | COM | 795K | 1K | – |
| Sherwin Williams Co. | COM | 2M | 8K | – |
| Simon Property Group | COM | 725K | 5K | – |
| Sirius Xm Holdings Inc. | COM | 22K | 8K | – |
| Skechers | COM | 21K | 300 | – |
| Smucker Jm Co | COM | 38K | 350 | – |
| Snowflake Inc. | COM | 17K | 125 | – |
| Southern Co. | COM | 743K | 10K | – |
| Spire, Inc. (formerly Laclede Gas) | COM | 114K | 2K | – |
| Standard & Poors Dep Rec Trust | COM | 1M | 2K | – |
| Standard & Poors Midcap 400 | COM | 123K | 230 | – |
| Starbucks Corp | COM | 1M | 16K | – |
| Stryker Corp | COM | 2M | 7K | – |
| Synopsys Inc. | COM | 1M | 2K | – |
| Sysco Corp. | COM | 64K | 900 | – |
| TJX Cos Inc New Com | COM | 1M | 13K | – |
| Taiwan Semiconductor Co. | COM | 174K | 1K | – |
| Target Corp | COM | 74K | 500 | – |
| Tegna, Inc | COM | 28K | 2K | – |
| Tesla, Inc. | COM | 2M | 10K | – |
| Texas Instruments Inc | COM | 377K | 2K | – |
| The Travelers Companies | COM | 51K | 250 | – |
| Thermo Fisher Corp | COM | 2M | 4K | – |
| Tootsie Roll Inds Inc. | COM | 25K | 832 | – |
| Tortoise Energy Infrastructure Clsd Fund | COM | 601K | 17K | – |
| Total S.A. | COM | 675K | 10K | – |
| Truist Financial Corporation | COM | 15K | 388 | – |
| UBER Technologies | COM | 578K | 8K | – |
| US Bancorp | COM | 570K | 14K | – |
| Unilever Plc | COM | 11K | 200 | – |
| Union Pac Corp | COM | 1M | 5K | – |
| United Parcel Services | COM | 102K | 746 | – |
| Unitedhealth Group Inc. | COM | 6M | 12K | – |
| Valero Energy Corp | COM | 235K | 2K | – |
| Vanguard Growth ETF | COM | 49K | 130 | – |
| Vanguard Health Care Index Fund | COM | 31K | 115 | – |
| Vanguard Mega Cap Growth Index Fund | COM | 330K | 1K | – |
| Veralto Ord Shs | COM | 24K | 249 | – |
| Verizon Communications | COM | 1M | 31K | – |
| Vertex Pharmaceuticals Inc. | COM | 572K | 1K | – |
| Visa Inc. (A) | COM | 3M | 11K | – |
| Vitesse Eneregy Ord Shs | COM | 434K | 18K | – |
| Vivani Medical Ord Shs | COM | 244K | 194K | – |
| Vulcan Materials Co | COM | 560K | 2K | – |
| WEC Energy Group Inc. | COM | 184K | 2K | – |
| Wal Mart Stores, Inc. | COM | 3M | 39K | – |
| Wal-Mart De Mexico Sa-Sp Adr | COM | 68K | 2K | – |
| Walgreen Boots Alliance Inc. | COM | 21K | 2K | – |
| Warner Bros Discovery Ord Shs Series A | COM | 4K | 578 | – |
| Wells Fargo | COM | 479K | 8K | – |
| Welltower Inc. | COM | 753K | 7K | – |
| Westrock Company | COM | 15K | 300 | – |
| Williams Co.S | COM | 2M | 50K | – |
| Xcel Energy | COM | 27K | 500 | – |
| Yum Brands, Inc. | COM | 132K | 1K | – |
| Yum China Holdings, Inc | COM | 46K | 2K | – |
| Zoetis Inc. (A) | COM | 431K | 2K | – |
| iShares MBS Etf | COM | 321K | 4K | – |
| iShares US Medical Devices ETF | COM | 95K | 2K | – |