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Building 2DAVID VAUGHAN INVESTMENTS, LLC

Map pinPEORIA, IL
Phone309-685-0033
NotebookSEC #801-12642
Total AUM
$5.3B
Employees
48
Clients
1,242

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5823 N FOREST PARK DRIVE
PEORIA
IL 61614-3559
United States
Operating Hours
8 AM TO 5 PM
Monday - Friday
Phone
309-685-0033
Other Offices
1

ReceiptFinancials

Total AUM
$5.3B
Accounts
4,288
Discretionary
$5.3B
Accounts
4,283
Non-Discretionary
$1.5M
Accounts
5

ContactClients

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Individual Clients
443
AUM
$210.7M
HNW Individual Clients
721
AUM
$3.7B
Banking Clients
1
AUM
$561M
Pension/Profit Sharing Plan Clients
40
AUM
$318.3M
Charitable Organization Clients
24
AUM
$348.1M
Insurance Company Clients
1
AUM
$150.9M
Corporation or Business Clients
12
AUM
$45.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
TAX QUALIFIED AND TAFT-HARTLEY PENSION PLAN CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAILINLAMAMDMIMNMONCNENHNYOHPASCTNTXVAWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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