MONETARY MANAGEMENT Overview
Monetary Management Group Inc is an investment advisor that manages 313.7 MM dollars in regulatory AUM and has 8 employees, of which 7 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/21. The fund's latest filing disclosed 303MM in positions, representing 97% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/21. The fund's latest filing disclosed 303MM in positions, representing 97% of the manager's regulatory AUM.
MONETARY MANAGEMENT StockAlpha
Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
MONETARY MANAGEMENT Since Last Filing Return Details
Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
---|---|---|---|---|---|---|---|---|
AAPL | 8.68% | Tech | 9.31% | -1.04% | 0 | 43% | ||
MSFT | 7.44% | Tech | 13.93% | -0.47% | 0 | 55% | ||
Unlock Positions and Returns Details |
MONETARY MANAGEMENT Founders and Key Employees
Name | Title | In Position Since |
---|
Thomas G. Wright | Ceo/Chief Investment Officer/Director | February-1983 |
Tom G. Wright Jr | President/Chief Compliance Officer | January-1998 |
Lisa W. Brunts | Shareholder | March-2000 |
Kathleen A. Gorman | Shareholder | March-2000 |
Elizabeth A. Wright | Shareholder | March-2000 |
Gayle H. Wright | Vice President/Director | January-1998 |
MONETARY MANAGEMENT Brokers, Custodians, Auditors and Administrators
Type | Company |
---|
MONETARY MANAGEMENT Investment Strategy
MONETARY MANAGEMENT Portfolio Concentration
MONETARY MANAGEMENT Location
13537 BARRETT PARKWAY DRIVE
SUITE 325
ST LOUIS, Missouri
UNITED STATES, 63021
SUITE 325
ST LOUIS, Missouri
UNITED STATES, 63021
MONETARY MANAGEMENT Contact Information
Phone Number: 314-909-0646
Fax Number: 314-909-0962
Website: null
Fax Number: 314-909-0962
Website: null
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here