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MONETARY MANAGEMENT CORPORATION
CRD 131584 · SEC 801-68017
530 BUSH STREET, SUITE 802, SAN FRANCISCO, CA, 94108, United States
Phone
(415) 981-9200
Fax
(415) 981-9211
Registration
— (—)
Source
State registered
Total AUM
$26.2M
Discretionary AUM
$26.2M
Team
3 total employees; 2 advisory reps; 11 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Corporation
Filing date
2026-03-18
Disciplinary history
Yes
Services
Portfolio management (individuals)Portfolio management (institutions)TRADE SIGNALS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 17 | $9.1M |
| High net worth individuals | 11 | $17.1M |
All web addresses on file
Official SEC filing: View on IAPD