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- Custodian
- Charles Schwab & Company · Interactive Brokers · Morgan Stanley
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-13-2001
- Office Locations
- 1
Office Locations
About Monetary Management Corporation
Monetary Management Corporation is a San Francisco-based investment manager serving both individual and institutional clients. Founded by Stevenson Browne, MMC runs an active, growth-oriented equity approach built on a proprietary, earnings-driven stock selection formula, implemented largely via ETFs and public funds. The firm pairs portfolio management with financial planning support (including tax/estate considerations) for long-term investors, including retirees.
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Owner & Executives
Paolina Biaggi
--
- CRD
- --
- Ownership
- 5% but less than 10%
GORDON ANDREW BROWNE
--
- CRD
- --
- Ownership
- 5% but less than 10%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,191,598 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,191,598 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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