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 364MM in positions, representing 116% 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 364MM in positions, representing 116% of the manager's regulatory AUM.
MONETARY MANAGEMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MONETARY MANAGEMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 8.24% | Tech | 6.16% | -0.53% | 0 | 39% | ||
| MSFT | 7.68% | Tech | 19.44% | 0.55% | 0 | 45% | ||
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FEATURED IN
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
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