DAVID VAUGHAN INVESTMENTS, LLC

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

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 Status	Approved
Firm CRD#	105990
SEC#	801-12642
Assets Managed by Firm	$4,298,493,004
No. of Clients	3778
No. of Advisors	44

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 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

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