Filings through .
Monetary Management Group, Inc.
Matched across 4 name variants in the filings
Analytics
Market position · 2024
Plans served7Rank #1777 of mapped providers
Assets under administration$3.7B0.0%Rank #2502 by share of filed assets
Fees received$582,613Median $36,721/planSum across Schedule C direct + indirect
Net wins YoY+00 won - 0 lostPlan-level switch detection
See full Monetary Management Group, Inc. analytics with Pro. Pro is free for 7 days and then costs $49 a month.
Pro unlocks:
- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets