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Chesley, Taft & Associates, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Assets

Assets

Last updated on June 12, 2019
    • $1.6B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2K
      Accounts
    • $1.1M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

1

name start date
Joan Marie Giardina
July 2008

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Faris Franklin Chesley Principal, Manager And Chairman June, 2000 25% to 50%
    Gregory James Oleary Principal January, 2008 10% to 25%
    Brian Aaron Zavalkoff Principal June, 2009 10% to 25%
    Joan Marie Giardina Principal June, 2003 10% to 25%
    John Jeffrey Sobel Principal May, 2012 5% to 10%
    William Allen Goldstein Principal, President May, 2012 5% to 10%
    Deborah Thida Stotts Chief Compliance Officer March, 2016 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Fixed Fees