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MITCHELL VAUGHT & TAYLOR INC

53 W. Jackson Suite 901
Chicago, Illinois 60604
Tel: 312-922-1717

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About MITCHELL VAUGHT & TAYLOR INC

MITCHELL VAUGHT & TAYLOR INC, formally registered with the SEC as MITCHELL VAUGHT & TAYLOR INC. The firm was established in 08/12/1996. They have over 2 offices throughout the country.

MITCHELL VAUGHT & TAYLOR INC is a Chicago, Illinois based Financial Planning firm with nearly $55,384,203 assets under management, offering retirement planning & investment advisory services to 222 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#106160
SEC#801-52668
Assets Managed by Firm$55,384,203
No. of Clients222
No. of Advisors5

Fee Structure

  • A percentage of AUM
  • Hourly charges

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Other (MUNICIPAL CONSULTING ON ACCOUNTING AND FINANCIAL OPERATIONS)

Firm Client Information

No. of ClientsAUM
Firm Total222$55,384,203
Individuals (other than high net worth individuals)87$29,172,909
Charitable organizations2$570,482

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