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MULLER & MONROE ASSET MANAGEMENT,LLC

180 N. Stetson Avenue
Suite 1320
Chicago, Illinois 60601-6820
Tel: 312-782-7771

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About MULLER & MONROE ASSET MANAGEMENT,LLC

MULLER & MONROE ASSET MANAGEMENT,LLC, formally registered with the SEC as MULLER & MONROE ASSET MANAGEMENT,LLC. The firm was established in 07/03/2008. They have over 1 offices throughout the country.

MULLER & MONROE ASSET MANAGEMENT,LLC is a Chicago, Illinois based Financial Planning firm with nearly $1,438,301,464 assets under management, offering retirement planning & investment advisory services to 10 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#132073
SEC#801-69275
Assets Managed by Firm$1,438,301,464
No. of Clients10
No. of Advisors18

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based
  • Other (5% CARRIED INTEREST IN ADVISORY CLIENTS)

Advisory Services Provided

  • Portfolio management for pooled investment vehicles
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total10$1,438,301,464

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