Overview
Assets Under Management: $500 million
Headquarters: CHICAGO, IL
Frequently Asked Questions
TAIBER, KOSMALA & ASSOCIATES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #161703), TAIBER, KOSMALA & ASSOCIATES, LLC is subject to fiduciary duty under federal law.
TAIBER, KOSMALA & ASSOCIATES, LLC is headquartered in CHICAGO, IL.
According to their SEC Form ADV, TAIBER, KOSMALA & ASSOCIATES, LLC offers portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
TAIBER, KOSMALA & ASSOCIATES, LLC manages $500 million in client assets according to their SEC filing dated December 12, 2025.
According to their SEC Form ADV, TAIBER, KOSMALA & ASSOCIATES, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Total Client Accounts: 16
Discretionary Accounts: 16
Regulatory Filings
CRD Number: 161703
Filing ID: 2033788
Last Filing Date: 2025-12-12 16:52:29
Website: 0