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MONETARY MANAGEMENT GROUP INC

ST LOUIS, MO · CRD 110284 · IAPD ↗ · monetarymanagementgroup.com · 314-909-0646

$583.8MRegulatory AUM
5Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
August 2026 — MONETARY MANAGEMENT GROUP INC crossed $500M in regulatory AUM ($492.3M -> $583.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
February 2025 — MONETARY MANAGEMENT GROUP INC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.