RIA Intel›Advisers›Illinois›MULLER & MONROE ASSET MANAGEMENT,LLC

MULLER & MONROE ASSET MANAGEMENT,LLC

Advisory

N·CHICAGO, IL

Data as of Jul 13, 2026 · Source: SEC Form ADV

Total AUM
$1.7B
1-Year AUM Growth
+4.2%
3-Year CAGR
+7.4%
Employees
7
Assets Under Management
Total AUM$1.7B
Discretionary AUM$1.7B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients5
Team
Total Employees7
Investment Advisers17
Employee Growth (1Y)+16.7%
Filing History
Total Filings on Record33
First FilingJun 3, 2008
Latest FilingJul 13, 2026
🔒 Full AUM trend chart and 33 historical filings spanning 18+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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