MONETARY MANAGEMENT CORPORATION

MONETARY MANAGEMENT CORPORATION of SAN FRANCISCO, CA is an SEC-registered investment adviser (CRD 131584). Regulatory assets under management: $26.2M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 131584
• SEC file number: 801-68017
• Type: Registered investment adviser
• Location: 530 BUSH STREET, SAN FRANCISCO, CA, 94108
• Phone: (415) 981-9200
• Latest filing: 2026-03-18
• Regulatory AUM: $26.2M
• Discretionary AUM: $26.2M
• Clients: 3
• Accounts: 43

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth, Pooled vehicles, Other.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 131584 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search