Mitchell Vaught & Taylor Inc.

Mitchell Vaught & Taylor Inc. (CRD# 106160) is a financial advisory firm headquartered in Chicago, IL. They manage $453,256,778 in 145 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    453
    MILLION
  • Total Number of Accounts
    145
    ACCOUNTS
  • Average Account Value
    $3,125,909
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL, TN

Financial Advisors at Mitchell Vaught & Taylor Inc.
Showing 1 - 9 of 9 top financial advisors.
1
David H. Vaught
CRD#: 2628191
124 S Webster, Suite 202, Naperville, IL 60540
96
Wealthminder
score

David Vaught (CRD# 2628191) is an Investment Advisor Representative working at Mitchell Vaught & Taylor Inc. in Naperville, IL and has over 21 years of experience in the finance industry.

2
Marjorie M. Burke
CRD#: 5502316
53 W. Jackson Suite 905, Chicago, IL 60604
93
Wealthminder
score

Marjorie Burke (CRD# 5502316) is an Investment Advisor Representative working at Mitchell Vaught & Taylor Inc. in Chicago, IL and has over 7 years of experience in the finance industry.

3
Thomas M. Dugan
CRD#: 1950221
53 W. Jackson Suite 905, Chicago, IL 60604
93
Wealthminder
score

Thomas Dugan (CRD# 1950221) is an Investment Advisor Representative working at Mitchell Vaught & Taylor Inc. in Chicago, IL and has over 10 years of experience in the finance industry.

4
John T. Mitchell
CRD#: 1599183
124 S. Webster Suite 202, Naperville, IL 60540
93
Wealthminder
score

John Mitchell (CRD# 1599183) is an Investment Advisor Representative working at Mitchell Vaught & Taylor Inc. in Naperville, IL and has over 27 years of experience in the finance industry.

5
Dwight L. Ower
CRD#: 5503986
53 W. Jackson Suite 905, Chicago, IL 60604
93
Wealthminder
score

Dwight Ower (CRD# 5503986) is an Investment Advisor Representative working at Mitchell Vaught & Taylor Inc. in Chicago, IL and has over 8 years of experience in the finance industry.

6
Danielle N. Woods
CRD#: 4573090
53 W. Jackson Suite 905, Chicago, IL 60604
93
Wealthminder
score

Danielle Woods (CRD# 4573090) is an Investment Advisor Representative working at Mitchell Vaught & Taylor Inc. in Chicago, IL and has over 15 years of experience in the finance industry.

7
William G. Yocius
CRD#: 4741695
53 W. Jackson Suite 905, Chicago, IL 60604
93
Wealthminder
score

William Yocius (CRD# 4741695) is an Investment Advisor Representative working at Mitchell Vaught & Taylor Inc. in Chicago, IL and has over 12 years of experience in the finance industry.

8
Emily H. Agosto
CRD#: 5996658
53 W. Jackson Suite 905, Chicago, IL 60604
90
Wealthminder
score

Emily Agosto (CRD# 5996658) is an Investment Advisor Representative working at Mitchell Vaught & Taylor Inc. in Chicago, IL and has over 4 years of experience in the finance industry.

9
James R. Nowicki
CRD#: 5864310
53 W. Jackson Suite 905, Chicago, IL 60604
90
Wealthminder
score

James Nowicki (CRD# 5864310) is an Investment Advisor Representative working at Mitchell Vaught & Taylor Inc. in Chicago, IL and has over 4 years of experience in the finance industry.

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