5823 N Forest Park Drive
Peoria, Illinois 61614-3559
Tel: 309-685-0033
DAVID VAUGHAN INVESTMENTS, LLC, formally registered with the SEC as DAVID VAUGHAN INVESTMENTS, LLC. The firm was established in 03/17/1977. They have over 2 offices throughout the country.
DAVID VAUGHAN INVESTMENTS, LLC is a Peoria, Illinois based Financial Planning firm with nearly $4,298,493,004 assets under management, offering retirement planning & investment advisory services to 3778 clients. The firm is staffed with 44 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 105990 |
SEC# | 801-12642 |
Assets Managed by Firm | $4,298,493,004 |
No. of Clients | 3778 |
No. of Advisors | 44 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 3778 | $4,298,493,004 |
Individuals (other than high net worth individuals) | 660 | $318,739,281 |
High net worth individuals | 717 | $3,126,902,216 |
Pension and profit sharing plans | 50 | $311,695,857 |
Charitable organizations | 22 | $277,097,667 |
Corporations or other businesses | 26 | $67,234,434 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,016,556,943,580 | 41105 | 674 | |
$545,530,164,135 | 401 | 220 | |
$426,071,864,566 | 1821809 | 415 | |
$248,044,764,038 | 37 | 1857 | |
$239,614,971,441 | 59703 | 397 |
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