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CHESLEY, TAFT & ASSOCIATES, LLC
CRD 111578 · SEC 801-58177
135 S. LASALLE STREET, SUITE 2900, CHICAGO, IL, 60603, United States
Phone
312-873-1260
Fax
312-873-1250
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.01B
Discretionary AUM
$2.76B
Team
18 total employees; 9 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 32 | $10.9M |
| High net worth individuals | 585 | $2.90B |
| Pension/profit sharing plans | 5 | $7.4M |
| Charitable organizations | 7 | $22.5M |
| Corporations/business entities | 6 | $75.4M |
States served
VT, AZ, CA, IL, IN, MA, MI, MN, NY, NC, VA, WI, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD