Mitchell Vaught & Taylor Inc

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Assets, Funds, Holdings

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Mitchell Vaught & Taylor Inc
CRD #106160
SEC #801-52668
CIK #
AUM $55.4 MM (2024-03-28)
Employees 5 (100% Investors, 0% Brokers)
Phone312-922-1717
Address53 W Jackson Suite 901
Chicago, IL 60604
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
60048036024012002001200920172025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 87 29.2
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 2 0.6
(i) State or municipal government entities 22 25.6
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 222 55.4
By Discretionary
Discretionary 194 52.4
Non-Discretionary 28 3.0
Total 222 55.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 55.4
Total 222 55.4
Comparable Firms State AUM ($BB)
Guidance Point Retirement Services LLC
ME 0.1
Sage Tree Wealth Inc
NY 0.1
Buffalo First Wealth Management LLC
NY 0.1
Shield Wealth Advisors LLC
NY 0.1
Rock Creek Wealth Planners and Advisors LLC
MD 0.1
G&G Planning Concepts Inc
NY 0.1
Comprehensive Capital Management Inc
NJ 0.0
Breidenbach Capital Consulting LLC
IN 0.0
Lumiere Financial Group LLC
NY 0.0
Cambridge Advisors LLC
NY 0.0
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