Chesley, Taft & Associates, LLC
Chesley, Taft & Associates, LLC (CRD# 111578) is a financial advisory firm headquartered in Chicago, IL. They manage $1,538,306,742 in 1,485 accounts and serve the financial needs of clients across 16 states (or territories).
Total Assets Under Management1,538MILLION
Total Number of Accounts1,485ACCOUNTS
Average Account Value$1,035,897
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, FL, IL, IN, MA, MI, MN, NC, NH, NY, TX, VA, VT, WA, WI
Joan Giardina (CRD# 4781785) is an Investment Advisor Representative working at Chesley, Taft & Associates, LLC in Chicago, IL and has 1 year of experience in the finance industry.