1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2CHESLEY, TAFT & ASSOCIATES, LLC

Map pinCHICAGO, IL
Phone312-873-1260
NotebookSEC #801-58177
Total AUM
$3B
Employees
18
Clients
635

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
135 S. LASALLE STREET
SUITE 2900
CHICAGO
IL 60603
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
312-873-1260
Other Offices
1

ReceiptFinancials

Total AUM
$3B
Accounts
1,831
Discretionary
$2.8B
Accounts
1,752
Non-Discretionary
$251.4M
Accounts
79

ContactClients

View more in analytics →

Individual Clients
32
AUM
$10.9M
HNW Individual Clients
585
AUM
$2.9B
Pension/Profit Sharing Plan Clients
5
AUM
$7.4M
Charitable Organization Clients
7
AUM
$22.5M
Corporation or Business Clients
6
AUM
$75.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLILINMAMIMNNCNHNYTXVAVTWAWI

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account