Chesley, Taft & Associates Revenue

Investment Management • Chicago, Illinois, United States • 11-20 Employees

Chesley, Taft & Associates revenue & valuation

Annual revenue	$1,454,435
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$4,700,000
Total funding	No funding

Key Contact at Chesley, Taft & Associates

Brian Zavalkoff

President

Company overview

Headquarters	135 S. LaSalle Street, Suite 2900, Chicago, IL 60603, US
Phone number	+13128731260
Website	chesleytaft.com
NAICS	5231
SIC	628
Keywords	Wealth Management, Portfolio Management, Financial Planning
Founded	2001
Employees	11-20
Socials

Chesley, Taft & Associates Email Formats

Chesley, Taft & Associates uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@chesleytaft.com), used 58.8% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@chesleytaft.com	58.8%
{first name}.{last name}	john.doe@chesleytaft.com	41.2%

About Chesley, Taft & Associates

Chesley, Taft & Associates, LLC is an independent employee-owned investment management firm dedicated to serving the individual investment needs of its clients. Our investment management services are directed to high-net-worth individuals, families, retirement plans, charitable foundations, endowments, and small institutions with assets in excess of $1 million. The driving forces of our business are personal service and a disciplined investment process. We have a direct, personal relationship with all our clients and establish investment plans tailored to individual clients and their families. The process starts with understanding each client, their investment goals and unique financial circumstances. We never lose sight of the fact that our work affects the lives of our clients and the people they care about. Our portfolio managers have over 140 aggregate years of experience encompassing the full range of market cycles and investment trends. All portfolio managers have a genuine passion for managing investments and have earned the trust of clients through longstanding relationships.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Manager

C-Suite

Employees by Department

Chesley, Taft & Associates has 2 employees across 2 departments.

Departments

Number of employees

Funding Data

Chesley, Taft & Associates has never raised funding before.

Chesley, Taft & Associates Tech Stack

Discover the technologies and tools that power Chesley, Taft & Associates's digital infrastructure, from frameworks to analytics platforms.

Lodash

JavaScript libraries

Sentry

Issue trackers

Sirvoy

Appointment scheduling

Google Tag Manager

Tag managers

Wix

Blogs

HTTP/3

Miscellaneous

HSTS

Security

Open Graph

Miscellaneous

React

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Google Cloud

IaaS

Google Analytics

Analytics

Google Cloud CDN

CDN

Frequently asked questions

Chesley, Taft & Associates is located in Chicago, Illinois, US.

You can reach Chesley, Taft & Associates at +13128731260.

Chesley, Taft & Associates generates an estimated annual revenue of $1,454,435. This revenue figure reflects the company's market position and business performance in its industry.

Chesley, Taft & Associates has an estimated valuation of $4,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Chesley, Taft & Associates was founded in 2001, making it 25 years old. The company has established itself as a significant player in its industry over this time.

Chesley, Taft & Associates has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Chesley, Taft & Associates

Brian Zavalkoff

President

4.8

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