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Mitchell Vaught & Walker Inc (Naperville)


Mitchell Vaught & Walker Inc is a large advisory firm based in Naperville. It manages $151.26 million of regulatory assets for 119 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Illinois.

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Mitchell Vaught & Walker provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Mitchell Vaught & Walker: assets under management

The assets under management (AUM) of Mitchell Vaught & Walker Inc is $151.26 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 63% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $151.26 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.27 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mitchell Vaught & Walker Inc for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Naperville

The principal office where Mitchell Vaught & Walker Inc performs its advisory services is located at 124 S Webster, Suite 202, Naperville, IL 60540, which is also the mailing address of the firm. An additional office of the firm is in Chicago, IL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 630-778-8015 or by fax 630-778-8019. The normal business hours are 9 a.m. - 5 p.m. on Monday - Friday. You can find more information about the New York firm at david.vaught@prodigy.net.


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