Monetary Management Group Inc
- Regulatory AUM
- $584M
- Discretionary
- $571M
- Clients
- 117
- Avg AUM / client
- $5.0M
- Accounts
- 171
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Jul 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 13 | $9.1M | 1.57% |
| High net worth individuals | 90 | $376M | 64.4% |
| Pension and profit sharing plans | 8 | $153M | 26.2% |
| Charitable organizations | 5 | $44.8M | 7.67% |
| Insurance companies | 1 | $560K | 0.1% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Employers And Laborers Locals 100 & 397 Pension Fund Employers And Laborers Locals 100 & 397 Pension Fund | 2024 | |
| Tile Finishers Local Union No. 18 St. Louis, Mo Pension Plan Tile Finishers Local Union No. 18 | 2024 | |
| Carpenters Pension Trust Fund Of St. Louis Trustees Of Carpenters Benefit Plans Of St. Louis | St. Louis, MO | 2024 |
| Ceramic Tile & Marble Masons Union No 18 Of Missouri Pension Plan Joint Board Of Trustees Of Ceramic Tile & Marble Masons Union 18 Of Mo | 2024 | |
| The Innsbrook Corporation Employee Stock Ownership Plan The Innsbrook Corporation | 2024 |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Wright, Thomas, George | Ceo/Chief Investment Officer/Director | Feb 1983 (44y) | 75% or more | |
| Tom George Wright Jr | President/Chief Compliance Officer | Jan 1998 (29y) | 10% – 25% | |
| Brunts, Lisa, Wright | Shareholder | Mar 2000 (26y) | 10% – 25% | |
| Gorman, Kathleen, Anne | Shareholder | Mar 2000 (26y) | 10% – 25% | |
| Wright Gajda, Elizabeth, Ann | Shareholder | Mar 2000 (26y) | 10% – 25% | |
| John Henry Blixen | Registered representative | Jan 2003 (24y) | ||
| Patrick Joseph Bruno | Registered representative | Jul 2006 (20y) | ||
| George T Bidleman | Registered representative | CFA | Mar 2013 (13y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (5)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Employers And Laborers Locals 100 & 397 Pension Fund | Employers And Laborers Locals 100 & 397 Pension Fund | 428 | $136M | 08/01/2024 |
| Tile Finishers Local Union No. 18 St. Louis, Mo Pension Plan | Tile Finishers Local Union No. 18 | 28 | $10.2M | 08/01/2024 |
| Carpenters Pension Trust Fund Of St. Louis | Trustees Of Carpenters Benefit Plans Of St. Louis | 11,875 | $3.4B | 05/01/2024 |
| Ceramic Tile & Marble Masons Union No 18 Of Missouri Pension Plan | Joint Board Of Trustees Of Ceramic Tile & Marble Masons Union 18 Of Mo | 181 | $23.1M | 02/01/2024 |
| The Innsbrook Corporation Employee Stock Ownership Plan | The Innsbrook Corporation | 94 | $14.2M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/05/2026 | 902 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- RBC $343M (70% of AUM) Jan 2026
- Bmo Harris Bank N.A. $116M (25% of AUM) Nov 2023
- Midwest Institutional Trust Company $76.3M (16% of AUM) Jan 2026
- U.S. Bank $24.0M (7% of AUM) Jul 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 28, 2026.
View current Form ADV (SEC/IAPD) ↗