David Vaughan Investments Review

Trust Score 97%
Trust Score info_outline

Last updated: June 26th, 2019. Data source: SEC filings.

David Vaughan Investments, federally registered in 1977, is a Registered Investment Advisor (RIA) in 16 state(s) with a licensed staff of 15 advisors. David Vaughan Investments manages $2.4 billion and provides investment advisory services for 945 clients (1:63 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $625,000
Average Client Balance $2,569,840
Hybrid Advisor No
Disciplinary History No
Total AUM $2.4 billion
Advisor / Client Ratio 1:63
Headquarters 5823 N Forest Park Drive Peoria, IL 61614-3559
SEC Filings Forms and Brochures    (CRD # 105990)
State(s) Registered AZ, CA, CO, FL, IL, IN, LA, MI, MN, MO, NE, NY, NC, PA, TX, WI

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