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MITCHELL VAUGHT & TAYLOR INC
CRD 106160 · SEC 801-52668
53 W. JACKSON SUITE 901, CHICAGO, IL, 60604, United States
Phone
312-922-1717
Fax
312-922-1772
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$42.4M
Discretionary AUM
$39.3M
Team
5 total employees; 5 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2025-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsMUNICIPAL CONSULTING ON ACCOUNTING AND FINANCIAL OPERATIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 67 | $24.1M |
| High net worth individuals | 5 | $12.4M |
| State/municipal entities | 15 | $5.9M |
All web addresses on file
Official SEC filing: View on IAPD