MONETA GROUP INVESTMENT ADVISORS LLC

https://monetagroup.com/ ST LOUIS, MO Investment Advisor How do I update this listing?

Also known as:

  • MONETA GROUP INVESTMENT ADVISORS INC

Moneta Group Investment Advisors is based out of St Louis. Moneta Group Investment Advisors is a large advisory firm with 4660 clients and discretionary assets under management (AUM) of $9,217,129,738 (Form ADV from 2018-10-01). Their last reported 13F filing for Q2 2019 included $1,014,945,000 in managed 13F securities and a top 10 holdings concentration of 47.1%. Moneta Group Investment Advisors's largest holding is iShares International Select Dividnd ETF with shares held of 3,368,424. Moneta Group Investment Advisors has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 82 13F filings

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68

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06/30/2019

13F Sector Allocation Over Time

06/30/2019

13F Activity

  • Market Value $1.015 Billion
  • Prior Market Value $956.93 Million
  • New Purchases29 stocks
  • Additional Purchases102 stocks
  • Sold out of36 stocks
  • Reduced holdings in113 stocks
  • Top 10 Holdings % 47.10 %
  • Turnover % [1]:26.21%
  • Turnover Alt % [2]: 11.84 %
  • Time Held Top20:19.10 quarters
  • Time Held Top10:16.80 quarters
  • Time Held All:15.47 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: -3.17%
Performance Last 4 Quarters: -4.73%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-06-30 - 13F-HR/A (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR/A (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR/A (Subscription required)
  • 2018-06-30 - 13F-HR/A (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR/A (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR/A (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR/A (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)
  • 2007-03-31 - 13F-HR (Subscription required)
  • 2006-12-31 - 13F-HR (Subscription required)
  • 2006-09-30 - 13F-HR (Subscription required)
  • 2006-06-30 - 13F-HR/A (Subscription required)
  • 2006-06-30 - 13F-HR/A (Subscription required)
  • 2006-06-30 - 13F-HR (Subscription required)
  • 2006-03-31 - 13F-HR (Subscription required)
  • 2005-12-31 - 13F-HR (Subscription required)
  • 2005-09-30 - 13F-HR (Subscription required)
  • 2005-06-30 - 13F-HR (Subscription required)
  • 2005-03-31 - 13F-HR (Subscription required)
  • 2004-12-31 - 13F-HR (Subscription required)
  • 2004-09-30 - 13F-HR (Subscription required)
  • 2004-06-30 - 13F-HR (Subscription required)
  • 2004-03-31 - 13F-HR (Subscription required)
  • 2003-12-31 - 13F-HR (Subscription required)
  • 2003-09-30 - 13F-HR (Subscription required)
  • 2003-06-30 - 13F-HR (Subscription required)
  • 2003-03-31 - 13F-HR (Subscription required)
  • 2002-12-31 - 13F-HR (Subscription required)
  • 2002-09-30 - 13F-HR (Subscription required)
  • 2002-06-30 - 13F-HR (Subscription required)
  • 2002-03-31 - 13F-HR (Subscription required)
  • 2001-12-31 - 13F-HR (Subscription required)
  • 2001-09-30 - 13F-HR (Subscription required)
  • 2001-03-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

MONETA GROUP INVESTMENT ADVISORS, LLC
100 SOUTH BRENTWOOD, SUITE 500
CLAYTON MO    63105
Country: United States

Business Phone: 314-726-2300
Fax: 314-862-6139
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: MO
Number of employees: 300
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 7,821,030,000
Total Number of Clients: 4660
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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MONETA GROUP INVESTMENT ADVISORS, LLC

ownership team - last updated 2019-03-28
Name Title Start Date Direct/Indirect % Ownership
MONETA GROUP, LLC MEMBER 01/01/2005 Direct 75% or more
Fund Name Position direct/indirect start date end date
MONETA GROUP INVESTMENT ADVISORS, LLC MEMBER direct 2005-01-01
HORNBARGER, WILLIAM, ALLEN CHIEF INVESTMENT STRATEGIST 10/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
MONETA GROUP INVESTMENT ADVISORS, LLC CHIEF INVESTMENT OFFICER direct 2009-10-01
MONETA GROUP INVESTMENT ADVISORS, LLC CHIEF INVESTMENT STRATEGIST direct 2009-10-01
MONETA GROUP INVESTMENT ADVISORS, LLC BOARD MEMBER indirect 2016-01-01
BOWLES, KEITH, J PRESIDENT/CHIEF OPERATING OFFICER 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
MONETA GROUP INVESTMENT ADVISORS, LLC CHIEF INFORMATION OFFICER direct 2016-07-01
MONETA GROUP INVESTMENT ADVISORS, LLC CHIEF OPERATING OFFICER direct 2017-01-01
KITTNER, ERIC MANAGING PARTNER & CHAIRMAN OF THE BOARD 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
MONETA GROUP INVESTMENT ADVISORS, LLC BOARD MEMBER indirect 2016-01-01
Costabile, Michael CHIEF FINANCIAL OFFICER 04/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
MONETA GROUP INVESTMENT ADVISORS, LLC CHIEF FINANCIAL OFFICER direct 2018-04-01
Gorman, Claire, Marie CHIEF COMPLIANCE OFFICER 03/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
MONETA GROUP INVESTMENT ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2019-03-01
PIETROBURGO, LINDA, KAY BOARD MEMBER MONETA GROUP, LLC 01/01/2012 Indirect Other
Fund Name Position direct/indirect start date end date
MONETA GROUP INVESTMENT ADVISORS, LLC BOARD MEMBER indirect 2012-01-01
MONETA GROUP INVESTMENT ADVISORS, LLC BOARD MEMBER indirect 2015-01-01
SADLER, DAVID BOARD MEMBER MONETA GROUP, LLC 01/01/2008 Indirect Other
Fund Name Position direct/indirect start date end date
MONETA GROUP INVESTMENT ADVISORS, LLC BOARD MEMBER indirect 2008-01-01
MONETA GROUP INVESTMENT ADVISORS INC "B" SHARES SHAREHOLDER direct 2000-03-01 2004-08-09
MONETA GROUP INVESTMENT ADVISORS, LLC MANAGER indirect 2005-04-01 2005-05-27
MONETA GROUP INVESTMENT ADVISORS, LLC MEMBER indirect 2005-04-01 2009-01-07
MONETA GROUP INVESTMENT ADVISORS, LLC MEMBER/MANAGER indirect 2005-04-01 2011-09-07
MONETA GROUP INVESTMENT ADVISORS, LLC BOARD MEMBER direct 2008-07-01 2012-04-02
MONETA GROUP INVESTMENT ADVISORS, LLC BOARD MEMBER indirect 2015-01-01 2015-09-21
KITTNER, ERIC BOARD MEMBER MONETA GROUP, LLC 01/01/2016 Indirect Other
Fund Name Position direct/indirect start date end date
MONETA GROUP INVESTMENT ADVISORS, LLC BOARD MEMBER indirect 2016-01-01
MCGINNIS, PATRICK, JOSEPH BOARD MEMBER MONETA GROUP, LLC 01/01/2017 Indirect Other
Fund Name Position direct/indirect start date end date
MONETA GROUP INVESTMENT ADVISORS, LLC BOARD MEMBER indirect 2017-01-01
COMPARDO, DIANE, RENE BOARD MEMBER MONETA GROUP, LLC 01/01/2017 Indirect Other
Fund Name Position direct/indirect start date end date
MONETA GROUP INVESTMENT ADVISORS, LLC BOARD MEMBER direct 2008-07-01
MONETA GROUP INVESTMENT ADVISORS, LLC MEMBER/MANAGER indirect 2009-07-01
MONETA GROUP INVESTMENT ADVISORS, LLC BOARD MEMBER indirect 2017-01-01
DIEDERICH, GENE, MICHAEL BOARD MEMBER MONETA GROUP, LLC 01/01/2018 Indirect Other
Fund Name Position direct/indirect start date end date
A. G. EDWARDS & SONS, INC. DIRECTOR, SENIOR VP direct 2003-03-01
A. G. EDWARDS & SONS, INC. DIRECTOR, EXECUTIVE VP direct 2003-03-01
WACHOVIA SECURITIES, LLC MANAGEMENT COMMITTEE MEMBER direct 2008-05-01
MONETA GROUP INVESTMENT ADVISORS, LLC CEO/BOARD MEMBER direct 2009-03-01
MONETA GROUP INVESTMENT ADVISORS, LLC CEO direct 2009-03-01
MONETA GROUP INVESTMENT ADVISORS, LLC CEO/CHIEF COMPLIANCE OFFICER direct 2009-03-01
MONETA GROUP INVESTMENT ADVISORS, LLC MANAGER/CEO indirect 2009-03-01
MONETA GROUP INVESTMENT ADVISORS, LLC CEO/CCO/MANAGER/MEMBER indirect 2009-03-01
MONETA GROUP INVESTMENT ADVISORS, LLC CEO/CHIEF COMPLIANCE OFFICER/BOARD MEMBER direct 2009-03-01
MONETA GROUP INVESTMENT ADVISORS, LLC BOARD MEMBER indirect 2009-04-01
HEFFERNAN, MARK, DEAN BOARD MEMBER MONETA GROUP, LLC 01/01/2018 Indirect Other
Fund Name Position direct/indirect start date end date
MONETA GROUP INVESTMENT ADVISORS, LLC BOARD MEMBER indirect 2018-01-01
HALLS, TIMOTHY, JOHN BOARD MEMBER MONETA GROUP, LLC 01/01/2019 Indirect Other
Fund Name Position direct/indirect start date end date
MONETA GROUP INVESTMENT ADVISORS, LLC BOARD MEMBER direct 2011-01-01
KUKLA, DONALD, THOMAS BOARD MEMBER MONETA GROUP, LLC 01/01/2019 Indirect Other
Fund Name Position direct/indirect start date end date
ARGENT CAPITAL MANAGEMENT LLC UNIT HOLDER direct 1998-09-01 2001-12-18
ARGENT CAPITAL MANAGEMENT LLC DIRECTOR direct 1998-09-01 2002-03-25
MONETA GROUP INVESTMENT ADVISORS INC "B" SHARES SHAREHOLDER direct 2000-03-01 2004-08-09
MONETA GROUP INVESTMENT ADVISORS, LLC EXECUTIVE VICE PRESIDENT/MANAGER indirect 2005-04-01 2005-05-27
MONETA GROUP INVESTMENT ADVISORS, LLC EXECUTIVE VICE PRESIDENT/ BOARD MEMBER direct 2005-01-01 2011-09-07
MONETA GROUP INVESTMENT ADVISORS, LLC EXECUTIVE VICE PRESIDENT/MANAGER/MEMBER indirect 2005-04-01 2011-09-07
MONETA GROUP INVESTMENT ADVISORS, LLC PRESIDENT, BOARD OF DIRECTORS direct 2012-10-01 2014-08-25
MONETA GROUP INVESTMENT ADVISORS, LLC BOARD MEMBER indirect 2013-01-01 2015-09-21
SHEEHAN, JOSEPH, COLEMAN BOARD MEMBER MONETA GROUP, LLC 01/01/2019 Indirect Other
Fund Name Position direct/indirect start date end date
MONETA GROUP INVESTMENT ADVISORS, LLC BOARD MEMBER indirect 2019-01-01

MONETA GROUP INVESTMENT ADVISORS, LLC

ownership team - last updated 2018-06-28
Name Title Start Date Direct/Indirect % Ownership
MONETA GROUP, LLC MEMBER 01/01/2005 Direct 75% or more
Fund Name Position direct/indirect start date end date
MONETA GROUP INVESTMENT ADVISORS, LLC MEMBER direct 2005-01-01
HORNBARGER, WILLIAM, ALLEN CHIEF INVESTMENT STRATEGIST 10/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
MONETA GROUP INVESTMENT ADVISORS, LLC CHIEF INVESTMENT OFFICER direct 2009-10-01
MONETA GROUP INVESTMENT ADVISORS, LLC CHIEF INVESTMENT STRATEGIST direct 2009-10-01
MONETA GROUP INVESTMENT ADVISORS, LLC BOARD MEMBER indirect 2016-01-01
HOWARD, NATHAN, ROBERT CHIEF COMPLIANCE OFFICER 08/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
MONETA GROUP INVESTMENT ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2014-08-01
BOWLES, KEITH, J CHIEF OPERATING OFFICER 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
MONETA GROUP INVESTMENT ADVISORS, LLC CHIEF INFORMATION OFFICER direct 2016-07-01
MONETA GROUP INVESTMENT ADVISORS, LLC CHIEF OPERATING OFFICER direct 2017-01-01
KITTNER, ERIC MANAGING PARTNER & CHAIRMAN OF THE BOARD 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
MONETA GROUP INVESTMENT ADVISORS, LLC BOARD MEMBER indirect 2016-01-01
Costabile, Michael CHIEF FINANCIAL OFFICER 04/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
MONETA GROUP INVESTMENT ADVISORS, LLC CHIEF FINANCIAL OFFICER direct 2018-04-01
FINERTY, STEVEN, LOGAN BOARD MEMBER MONETA GROUP, LLC 01/01/2007 Indirect Other
Fund Name Position direct/indirect start date end date
ARGENT CAPITAL MANAGEMENT LLC CHAIRMAN, DIRECTOR, AND MEMBER direct 1998-09-01
MONETA GROUP INVESTMENT ADVISORS, LLC BOARD MEMBER indirect 2007-01-01
ARGENT CAPITAL MANAGEMENT LLC CHAIRMAN direct 1998-09-01 2001-12-18
MONETA GROUP INVESTMENT ADVISORS INC "B" SHARES SHAREHOLDER direct 2000-03-01 2004-08-09
MONETA GROUP INVESTMENT ADVISORS, LLC SECRETARY/MANAGER indirect 2005-04-01 2005-05-27
ARGENT CAPITAL MANAGEMENT LLC CHAIRMAN AND DIRECTOR direct 1998-09-01 2008-03-14
MONETA GROUP INVESTMENT ADVISORS, LLC SECRETARY/MANAGER/MEMBER indirect 2005-04-01 2010-11-24
MONETA GROUP INVESTMENT ADVISORS, LLC SECRETARY/BOARD MEMBER direct 2005-01-01 2011-09-07
MONETA GROUP INVESTMENT ADVISORS, LLC BOARD MEMBER indirect 2013-01-01 2015-09-21
PIETROBURGO, LINDA, KAY BOARD MEMBER MONETA GROUP, LLC 01/01/2012 Indirect Other
Fund Name Position direct/indirect start date end date
MONETA GROUP INVESTMENT ADVISORS, LLC BOARD MEMBER indirect 2012-01-01
MONETA GROUP INVESTMENT ADVISORS, LLC BOARD MEMBER indirect 2015-01-01
SADLER, DAVID BOARD MEMBER MONETA GROUP, LLC 01/01/2008 Indirect Other
Fund Name Position direct/indirect start date end date
MONETA GROUP INVESTMENT ADVISORS, LLC BOARD MEMBER indirect 2008-01-01
MONETA GROUP INVESTMENT ADVISORS INC "B" SHARES SHAREHOLDER direct 2000-03-01 2004-08-09
MONETA GROUP INVESTMENT ADVISORS, LLC MANAGER indirect 2005-04-01 2005-05-27
MONETA GROUP INVESTMENT ADVISORS, LLC MEMBER indirect 2005-04-01 2009-01-07
MONETA GROUP INVESTMENT ADVISORS, LLC MEMBER/MANAGER indirect 2005-04-01 2011-09-07
MONETA GROUP INVESTMENT ADVISORS, LLC BOARD MEMBER direct 2008-07-01 2012-04-02
MONETA GROUP INVESTMENT ADVISORS, LLC BOARD MEMBER indirect 2015-01-01 2015-09-21
DUFF, PATRICK, CLINTON BOARD MEMBER MONETA GROUP, LLC 04/01/2015 Indirect Other
Fund Name Position direct/indirect start date end date
MONETA GROUP INVESTMENT ADVISORS, LLC BOARD MEMBER indirect 2015-04-01
MONETA GROUP INVESTMENT ADVISORS INC "B" SHARES SHAREHOLDER direct 2000-03-01 2004-08-09
HORNBARGER, WILLIAM, ALLEN BOARD MEMBER MONETA GROUP, LLC 01/01/2016 Indirect Other
Fund Name Position direct/indirect start date end date
MONETA GROUP INVESTMENT ADVISORS, LLC CHIEF INVESTMENT OFFICER direct 2009-10-01
MONETA GROUP INVESTMENT ADVISORS, LLC CHIEF INVESTMENT STRATEGIST direct 2009-10-01
MONETA GROUP INVESTMENT ADVISORS, LLC BOARD MEMBER indirect 2016-01-01
KITTNER, ERIC BOARD MEMBER MONETA GROUP, LLC 01/01/2016 Indirect Other
Fund Name Position direct/indirect start date end date
MONETA GROUP INVESTMENT ADVISORS, LLC BOARD MEMBER indirect 2016-01-01
MCGINNIS, PATRICK, JOSEPH BOARD MEMBER MONETA GROUP, LLC 01/01/2017 Indirect Other
Fund Name Position direct/indirect start date end date
MONETA GROUP INVESTMENT ADVISORS, LLC BOARD MEMBER indirect 2017-01-01
COMPARDO, DIANE, RENE BOARD MEMBER MONETA GROUP, LLC 01/01/2017 Indirect Other
Fund Name Position direct/indirect start date end date
MONETA GROUP INVESTMENT ADVISORS, LLC BOARD MEMBER direct 2008-07-01
MONETA GROUP INVESTMENT ADVISORS, LLC MEMBER/MANAGER indirect 2009-07-01
MONETA GROUP INVESTMENT ADVISORS, LLC BOARD MEMBER indirect 2017-01-01
DIEDERICH, GENE, MICHAEL BOARD MEMBER MONETA GROUP, LLC 01/01/2018 Indirect Other
Fund Name Position direct/indirect start date end date
A. G. EDWARDS & SONS, INC. DIRECTOR, SENIOR VP direct 2003-03-01
A. G. EDWARDS & SONS, INC. DIRECTOR, EXECUTIVE VP direct 2003-03-01
WACHOVIA SECURITIES, LLC MANAGEMENT COMMITTEE MEMBER direct 2008-05-01
MONETA GROUP INVESTMENT ADVISORS, LLC CEO/BOARD MEMBER direct 2009-03-01
MONETA GROUP INVESTMENT ADVISORS, LLC CEO direct 2009-03-01
MONETA GROUP INVESTMENT ADVISORS, LLC CEO/CHIEF COMPLIANCE OFFICER direct 2009-03-01
MONETA GROUP INVESTMENT ADVISORS, LLC MANAGER/CEO indirect 2009-03-01
MONETA GROUP INVESTMENT ADVISORS, LLC CEO/CCO/MANAGER/MEMBER indirect 2009-03-01
MONETA GROUP INVESTMENT ADVISORS, LLC CEO/CHIEF COMPLIANCE OFFICER/BOARD MEMBER direct 2009-03-01
MONETA GROUP INVESTMENT ADVISORS, LLC BOARD MEMBER indirect 2009-04-01
HEFFERNAN, MARK, DEAN BOARD MEMBER MONETA GROUP, LLC 01/01/2018 Indirect Other
Fund Name Position direct/indirect start date end date
MONETA GROUP INVESTMENT ADVISORS, LLC BOARD MEMBER indirect 2018-01-01

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