Taiber, Kosmala & Associates, LLC

RIASEC RegisteredEst. 2012

Total AUM

$717M

Discretionary

$717M

100% of AUM

Avg account

$44.8M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Chicago, Illinois
CRD number: 161703
Registered since: June 29, 2012
Website: taiberkosmala.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Charitable Organizations100%
Services: Portfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Taiber, Kosmala & Associates, LLC is an institutional registered investment adviser organized as an LLC and operating since 2012. The firm focuses on serving institutional clients and positions itself as a capital allocator, selecting external managers and constructing portfolios on behalf of businesses and other institutions. Its advisory services include portfolio management for institutions, pension consulting services, and selection of other advisers. Compensation is a mix of percentage-of-assets fees and fixed fees. The firm does not identify as an active ESG investor.