Vaughn Investment Advisors Inc.

Vaughn Investment Advisors Inc. (CRD# 111249) is a financial advisory firm headquartered in Tustin, CA. They manage $65,250,000 in 70 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
17621 Irvine Blvd, Suite 104, Tustin, CA 92780
By the Numbers
  • Total Assets Under Management
    65
    MILLION
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $932,143
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Vaughn Investment Advisors Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Michael Vaughn, financial advisor Tustin CA
Michael T. Vaughn
CRD#: 6036449
17621 Irvine Blvd, Suite 104, Tustin, CA 92780

Michael Vaughn (CRD# 6036449) is an Investment Advisor Representative working at Vaughn Investment Advisors Inc. in Tustin, CA and has over 10 years of experience in the finance industry.

2
Robert Vaughn, financial advisor Tustin CA
Robert D. Vaughn
CRD#: 1068995
17621 Irvine Blvd, Suite 104, Tustin, CA 92780

Robert Vaughn (CRD# 1068995) is an Investment Advisor Representative working at Vaughn Investment Advisors Inc. in Tustin, CA and has over 35 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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