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DAVID VAUGHAN INVESTMENTS, LLC

5823 N Forest Park Drive
Peoria, Illinois 61614-3559
Tel: 309-685-0033

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About DAVID VAUGHAN INVESTMENTS, LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#105990
SEC#801-12642
Assets Managed by Firm$4,298,493,004
No. of Clients3778
No. of Advisors44

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Other (TAX QUALIFIED AND TAFT-HARTLEY PENSION PLAN CONSULTING SERVICES)

Firm Client Information

No. of ClientsAUM
Firm Total3778$4,298,493,004
Individuals (other than high net worth individuals)660$318,739,281
High net worth individuals717$3,126,902,216
Pension and profit sharing plans50$311,695,857
Charitable organizations22$277,097,667
Corporations or other businesses26$67,234,434

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