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Corey M Then

MONETA GROUP INVESTMENT ADVISORS, LLC·ST. LOUIS, Missouri
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100 SOUTH BRENTWOOD BLVD., ST. LOUIS, MO 63105CRD# 6822054Firm CRD# 104727
01

About

Corey M Then is a registered financial advisor based in ST. LOUIS, Missouri, affiliated with MONETA GROUP INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
MONETA GROUP INVESTMENT ADVISORS, LLC
MONETA GROUP INVESTMENT ADVISORS, LLC
AUM
$37.5B
Regulatory assets under management
Employees
501
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6822054
Firm CRD# 104727
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Corey M Then offer?
Corey M Then specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in ST. LOUIS, Missouri for a consultation.
What are Corey M Then's credentials?
Corey M Then is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Corey M Then located?
Corey M Then is based in ST. LOUIS, Missouri, working with MONETA GROUP INVESTMENT ADVISORS, LLC. Their office serves clients in the ST. LOUIS metropolitan area and surrounding communities.
How does Corey M Then charge for services?
Corey M Then's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MONETA GROUP INVESTMENT ADVISORS, LLC?
MONETA GROUP INVESTMENT ADVISORS, LLC has approximately 501 employees and manages $37.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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