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Taiber, Kosmala & Associates, LLC

● SEC registered since 2012CRD 161703SEC# 801-76838Chicago, IL
Export (members)
Reg. AUM
$499.8M
Employees
15
Accounts
16
Location
Chicago, IL

Taiber, Kosmala & Associates, LLC assets under management

Taiber, Kosmala & Associates, LLC is a registered investment adviser overseen by the SEC based in Chicago, IL. The firm has been registered since 2012. It reports $499.8 million in regulatory assets under management and employs 15 people.
taiberkosmala.comView on SEC.gov ↗

Taiber, Kosmala & Associates, LLC owners & executives

3 reported
NameTitleOwnershipSince
Joseph David Taiber ControlMember50-75%2012
Phillip John Kosmala ControlChief Compliance Officer50-75%2012
Phillip John Kosmala ControlManaging Member50-75%2012

Frequently asked questions

How much does Taiber, Kosmala & Associates, LLC manage?

Taiber, Kosmala & Associates, LLC reports $499.8 million in regulatory assets under management on its Form ADV.

How many employees does Taiber, Kosmala & Associates, LLC have?

Taiber, Kosmala & Associates, LLC reports 15 employees.

Where is Taiber, Kosmala & Associates, LLC located?

Taiber, Kosmala & Associates, LLC is based in Chicago, IL and has been SEC-registered since 2012.

Does Taiber, Kosmala & Associates, LLC disclose fund performance?

Taiber, Kosmala & Associates, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address225 W Randolph St, Suite 3050, Chicago, IL 60606
Phone312-300-4781
Fax312-300-4770
Office hours8:00 To 5:00
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$499.8M
Non-discretionary$0
Total (RAUM)$499.8M