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Vaughn, Robert Donald (Santa Ana)


Vaughn, Robert Donald is a large advisory firm based in Santa Ana. It manages $30.88 million of regulatory assets for 111 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of California.

Vaughn, Robert Donald provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Vaughn, Robert Donald: assets under management

The assets under management (AUM) of Vaughn, Robert Donald is $30.88 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $30.88 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $278.23 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Vaughn, Robert Donald for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Santa Ana

The principal office where Vaughn, Robert Donald performs its advisory services is located at 1801 Parkcourt Place, Santa Ana, CA 92701, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 714-565-0144 or by fax 714-565-0177. The normal business hours are 6:30-1:00 on Monday - Friday.


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