firm profile
Moneta Group Investment Advisors, LLC
Overview
Moneta Group Investment Advisors, LLC is an SEC registered investment adviser based in Saint Louis, MO, registered since 1989. It reports $50.5B in assets under management across 48,410 accounts, with 585 employees. It has 254 investment adviser representatives.
- Reported AUM
- $50.5B
- Discretionary
- 84%
- Accounts
- 48,410
- Average account
- $1M
- Employees
- 585
- Advisory reps
- 254
- Registered since
- 1989
- Jurisdictions
- 51
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 3 of 7
- Keith John Bowles President, Chief Operating Officer CRD 2966021
- Eric Michael Kittner Managing Partner & Chairman of the Board CRD 4740097
- Adam Charles Kruger Chief Compliance Officer CRD 5949504
4 more executive officers, with direct contact details
Advisory reps 3 of 254
- Anthony Louis Aiazzi Investment Adviser Rep CRD 6429310
- William Patrick Akins Investment Adviser Rep CRD 4452102
- Jacob Daniel Allaman Investment Adviser Rep CRD 6942636
251 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 190 Carondelet Plz Ste 1200
Saint Louis, MO 63105 - County
- Saint Louis
- Metro area
- St. Louis, MO-IL
- Region
- Midwest
Registrations
- SEC registered
- Registered in 51 jurisdictions
- Website: monetagroup.com
Every state, with registration dates
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