Alfred
Sharp
Muller & Monroe Asset Management,LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Alfred Sharp is a financial advisor operating out of Chicago, Illinois, who has 15 years of industry experience. Sharp is on the advisory team at Muller & Monroe Asset Management,LLC. During their career, Sharp has held roles at Muller & Monroe Asset Management, LLC and Wannamaker Pond, LLC. Sharp maintains a Series 65 license, qualifying them as an investment advisor representative, and can advise clients in Illinois. Muller & Monroe Asset Management,LLC is a company that has its headquarters in Chicago, IL. It has $1 billion in assets among its nine customer accounts, placing it among the biggest firms in the United States by assets under management. The firm performs a few services, such as portfolio management for pooled investment vehicles and selection of other advisers. A financial advisor's fee schedules usually are based on which services the firm provides the client. However, fee types charged by Muller & Monroe Asset Management,LLC may include any combination of asset-based, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Muller & Monroe Asset Management,LLC Brokerage Details
$1,318,647,858
16
9
$146,516,429
Investment Advisory Services
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Alfred Sharp Work History
Alfred has been registered as a financial advisor for 15 years.*
Wannamaker Pond, LLC
Muller & Monroe Asset Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Alfred Sharp to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Muller & Monroe Asset Management,LLC
Chicago, IL
Chicago, IL
Chicago, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
