Chesley, Taft & Associates

Trust Score 95%
Trust Score info_outline

Last updated: August 16th, 2019. Data source: SEC filings.


Chesley, Taft & Associates, federally registered in 2000, is a Registered Investment Advisor (RIA) in 16 state(s) with a licensed staff of 8 advisors. Chesley, Taft & Associates manages $1.6 billion and provides investment advisory services for 356 clients (1:45 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $1,000,000
Average Client Balance $4,523,302
Hybrid Advisor No
Disciplinary History No
Total AUM $1.6 billion
Advisor / Client Ratio 1:45
Headquarters Chicago, IL
SEC Filings Forms and Brochures    (CRD # 111578)
State(s) Registered AZ, CA, FL, IL, IN, MA, MI, MN, NH, NY, NC, TX, VT, VA, WA, WI

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