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 22 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 9 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 11 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 28 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 9 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 16 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 13 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 5 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 5 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.