Chesley Taft & Associates LLC

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Assets, Funds, Holdings

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CAFR Data
Chesley Taft & Associates LLC
CRD #111578
SEC #801-58177
CIK #
AUM $1.6 BB (93% Disc, 99% US)
Employees13 (62% Investors, 0% Brokers)
Phone312-873-1260
Address135 S LaSalle Street
Chicago, IL 60603
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
17651412105970635302000200620132020
Sector Holding Cap ($MM) Value ($MM)
MSFT865,660.037.4
GOOG817,370.031.7
PEP163,770.028.6
IJR27.0
JNJ369,000.026.3
ABT136,670.023.7
COST101,060.021.0
HON111,690.020.1
V341,210.019.2
DIS171,070.018.8
View All
Holdings by Sector ($)
1.21.00.70.50.20.02014201620182020
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Advisors Asset Management Inc
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Sena Weller Rohs Williams Inc
OH 1.6
Investment Counselors of Maryland Inc
MD 1.6
Radnor Financial Advisors LLC
PA 1.6
Groupama Asset Management NA
NY 1.6
Aldrich Wealth LP
OR 1.6
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