Moneta Group:
A Comprehensive Financial Planning Firm

Recently Released!!!
Date Published: May 2013
Comprehensive Power Point Deck: 29 Slides
Summary Power Point Deck: 18 Slides

Moneta Group was founded in 1869 and is based in Clayton, MO. The firm has two offices, 17,333 accounts, & $12.0 billion assets under management. Moneta Group is led by its Chairman Don Kukla and CEO Gene Diederich. Moneta Group's web site can be found at www.monetagroup.com.

Moneta Group's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:

  • Early Phase
  • Middle Phase
  • Recent Phase
Its profile includes the key statistics of the firm, including its number of offices, employees, institutional clients, accounts, assets under management, revenues, & net profits.

Its profile includes detailed outlines of its core services:

  • Cash Management
  • Income Tax Services
  • Investments
  • Education Planning
  • Executive Benefits
  • Retirement
  • Risk Management
  • Estate Planning
  • Philanthropy
And its profile concludes with the highlights of its organizational structure & ownership.
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