Chesley TAFT & Associates LLC
Legal Name: CHESLEY, TAFT & ASSOCIATES, LLC
Full Contact Details
Chesley TAFT & Associates LLC
135 S. LASALLE STREET, SUITE 2900, CHICAGO, IL
312-873-1260
312-873-1250
Other Info
Chesley TAFT & Associates LLC is legally known as CHESLEY, TAFT & ASSOCIATES, LLC. It is an IL Limited Liability Company. This firm has 13 employees, of which 8 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Dec 8, 2000.
Chesley, Taft & Associates, LLC | Investment Management | Chicago
Chesley, Taft & Associates is an independent employee-owned investment management firm in Chicago, dedicated to serving the individual investment needs of our clients. We have over $1 billion in assets under management and over 200 years of financial investment management experience.
Direct Owners
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BRIAN A. ZAVALKOFF REVOCABLE DATED DECEMBER 23, 2003, AS AMENDED
MEMBER owns more than 10% but less than 25%
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BRIAN AARON ZAVALKOFF
PRINCIPAL owns more than 10% but less than 25%
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DEBORAH THIDA STOTTS
CHIEF COMPLIANCE OFFICER owns less than 5%
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FARIS F. CHESLEY TRUST DATED JUNE 7, 2002
MEMBER owns more than 25% but less than 50%
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FARIS FRANKLIN CHESLEY
PRINCIPAL, MANAGER AND CHAIRMAN owns more than 25% but less than 50%
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GREGORY JAMES OLEARY
PRINCIPAL owns more than 10% but less than 25%
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JOAN M. GIARDINA TRUST DATED APRIL 09, 1998
MEMBER owns more than 10% but less than 25%
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JOAN MARIE GIARDINA
PRINCIPAL owns more than 10% but less than 25%
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JOHN JEFFREY SOBEL
PRINCIPAL owns more than 5% but less than 10%
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WILLIAM A. GOLDSTEIN REVOCABLE TRUST, DATED MAY 5, 1988, AS AMENDED AND RESTATED
MEMBER owns more than 5% but less than 10%
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WILLIAM ALLEN GOLDSTEIN
PRINCIPAL, PRESIDENT owns more than 5% but less than 10%
Indirect Owners
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BRIAN AARON ZAVALKOFF
TRUSTEE owns 75% or more
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FARIS FRANKLIN CHESLEY
TRUSTEE owns 75% or more
-
JOAN MARIE GIARDINA
TRUSTEE owns 75% or more
-
WILLIAM ALLEN GOLDSTEIN
TRUSTEE owns 75% or more
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