Moloney Securities Asset Management LLC
CRD 282448SEC# 801-107149Manchester, MO
No longer SEC-registered. Moloney Securities Asset Management LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$1.39B
Employees
77
Accounts
4,390
Location
Manchester, MO
Moloney Securities Asset Management LLC assets under management
Moloney Securities Asset Management LLC is an SEC-registered investment adviser based in Manchester, MO. It reports $1.4 billion in regulatory assets under management and employs 77 people.
Moloney Securities Asset Management LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Briar Green Holdings, Inc. Control | Managing Member | Over 75% | 2015 |
| Jeffrey Patrick Roseman Control | Vice President & General Council | Under 5% | 2016 |
| Joseph Ronald Medley Control | President Of Msam | Under 5% | 2016 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Moloney Securities Asset Management LLC manage?
Moloney Securities Asset Management LLC reports $1.4 billion in regulatory assets under management on its Form ADV.
How many employees does Moloney Securities Asset Management LLC have?
Moloney Securities Asset Management LLC reports 77 employees.
Where is Moloney Securities Asset Management LLC located?
Moloney Securities Asset Management LLC is based in Manchester, MO.
Does Moloney Securities Asset Management LLC disclose fund performance?
Moloney Securities Asset Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 13537 Barrett Parkway Drive, Suite 300, Manchester, MO 63021 |
| Office hours | 8 a.m. - 5 p.m. |
| Discloses disciplinary history | Yes |
Regulatory AUM
$1.39BNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 27%
Larger than 73% of 16,271 advisers
EmployeesTop 9%
More than 91% of 16,825 advisers
Assets under management
$1.39Bregulatory AUM
Discretionary $1.3BNon-discretionary $94.2M