Chesley, Taft & Associates, LLC
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 111578
- Registered since
- December 8, 2000
- Website
- www.chesleytaft.com
- Custodians
- CHARLES SCHWAB & CO., INC., CIBC WORLD MARKETS CORP.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI96.15%
- Corporations / Businesses2.5%
- Charitable Organizations0.75%
- Individuals0.36%
- Pension & Profit Sharing Plans0.24%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Chesley, Taft & Associates, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC since 2000. The firm serves both individual and family clients as well as institutional entities, providing financial planning and discretionary portfolio management for individuals, small businesses, and other organizations. Its fees are charged as a percentage of assets under management and via fixed-fee arrangements. The adviser is not positioned as a capital allocator, does not market itself as an ESG investor, and appears to operate as a single-state practice rather than a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities66%
- Public Funds/Mutual Funds24%
- Cash & Cash Equivalents6%
- State & Local Bonds2%
- US Government Bonds1%
Owners & executives
1 of 1
Laura Flentye
Chief Administrative OfficerCRD 3239104
Contacts
3 of 9
Matthew Szafranski
PrincipalCRD 4178432
Brian Zavalkoff
PresidentCRD 5773402
Taylor Champion
CRD 8315171
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 135Active vs passive
$662M in ETFs
92%
$608M
8%
$54.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P SMALL-CAP ETF (IJR) | BlackRock | Passive | Small Blend | $55.1M | 371,712 | 8.32% |
Location
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 135 S La Salle St
- Time zone
- CT (UTC-6)
- Office locations
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