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MOLONEY SECURITIES ASSET MANAGEMENT LLC

Advisory

N·MANCHESTER, MO

Data as of Mar 31, 2025 · Source: SEC Form ADV

Total AUM
$1.4B
1-Year AUM Growth
+15.7%
3-Year CAGR
+5.1%
Employees
61
Assets Under Management
Total AUM$1.4B
Discretionary AUM$1.3B
Non-Discretionary AUM$94M
Discretionary %93.2%
Total Clients2,362
Team
Total Employees61
Investment Advisers77
Employee Growth (1Y)-1.3%
Filing History
Total Filings on Record49
First FilingJan 6, 2016
Latest FilingMar 31, 2025
🔒 Full AUM trend chart and 49 historical filings spanning 9+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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