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Moneta Group Investment Advisors, LLC

Moneta Group Investment Advisors, LLC
Moneta Group Investment Advisors, LLC is a broker-dealer with 75 financial professionals registered nationwide. The firm's primary clients are High Net Worth Individuals, Pension and Profit Sharing Plans and Individuals.

Firm Information

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Advisors (75)

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Name Start Date
Allan Glasgow Curtis Jul 2002
Ann Branch Rackers Jul 2007
Anthony Robert Dorn Aug 2007
Betsy E Dow Mar 2010
Betty J Christman Sep 2009
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*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Firm Assets Under Management

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$11.0B
Total Assets
22K
Accounts
$502.6K
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

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ownership pie chart
  •   Moneta Group, LLC (75% or more)
  •   Gene Michael Diederich (5% to 10%)
  •   Executives with less than 5% share each

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

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Name Title Tenure Date
David Sadler Board Member 07/01/2008
Gene Michael Diederich Ceo/Board Member 03/01/2009
Christopher Mark Whiting Chief Operating Officer/Board Member 05/01/2011
Steven Robert Frontczak Chief Compliance Officer and General Counsel 05/01/2011
William Allen Hornbarger Chief Investment Officer 10/01/2009

Affiliated Investment Advisors and Broker Dealers

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No firm affiliates listed.

Principal Office & Place of Business

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Principal Office

Address:
100 South Brentwood, Suite 500
Clayton , MO 63105
Phone Number: 314-726-2300
Other Offices Address City State Zip
16305 Swingley Ridge Road Chesterfield MO 63017

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions