Marjorie
Mitchell
Mitchell Vaught & Taylor Inc
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About this Advisor
Marjorie Mitchell is a financial advisor operating in Chicago, Illinois, with 15 years of industry experience. Mitchell is an advisor for Mitchell Vaught & Taylor Inc. They have worked at Mitchell Vaught & Taylor Inc for their whole career. Mitchell maintains a Series 65 license, qualifying them as an investment advisor representative, and is able to work in Illinois. Mitchell Vaught & Taylor Inc is a registered investment firm that has its headquarters in Chicago, IL. The firm has just five financial advisors. It administers $57 million in assets under management between its 203 customer accounts, placing it among the smaller firms in the country by assets under management. The firm advises two charitable organizations. The advisory firm offers a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and other services. Fees for financial management typically depend on which services the firm provides the client. However, fees billed by Mitchell Vaught & Taylor Inc may include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mitchell Vaught & Taylor Inc Brokerage Details
$56,759,047
5
203
$279,601
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Marjorie Mitchell Work History
Marjorie has been registered as a financial advisor for 15 years.*
Mitchell, Vaught & Taylor, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Marjorie Mitchell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mitchell Vaught & Taylor Inc
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Naperville, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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