TAIKO PRIVATE WEALTH
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 329909
- Registered since
- March 26, 2024
- Website
- www.taikoadvisor.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI62.98%
- Individuals37.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Taiko Private Wealth is an independent registered investment advisor formed as an LLC and registered with the SEC in 2024. The firm is owner-operated and positions itself as a capital allocator serving individual and family clients on a fee basis charged as a percentage of assets under management. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of third‑party advisers. Taiko does not identify as an active ESG investor and is not represented as a multi‑state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds44%
- Exchange Traded Equities25%
- State & Local Bonds15%
- Cash & Cash Equivalents9%
- US Government Bonds3%
Contacts
2 of 2PHILLIP KOSMALA
Managing PartnerCRD 5164417
JOSEPH TAIBER
Managing PartnerCRD 3141513
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 225 W Randolph St
- Time zone
- CT (UTC-6)
- Office locations
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