Taiber, Kosmala & Associates, LLC
● SEC registered since 2012CRD 161703SEC# 801-76838Chicago, IL
Reg. AUM
$716.7M
Employees
18
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 $716.7 million in regulatory assets under management and employs 18 people.
Taiber, Kosmala & Associates, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph David Taiber Control | Member | 50-75% | 2012 |
| Phillip John Kosmala Control | Chief Compliance Officer | 50-75% | 2012 |
| Phillip John Kosmala Control | Managing Member | 50-75% | 2012 |
Frequently asked questions
How much does Taiber, Kosmala & Associates, LLC manage?
Taiber, Kosmala & Associates, LLC reports $716.7 million in regulatory assets under management on its Form ADV.
How many employees does Taiber, Kosmala & Associates, LLC have?
Taiber, Kosmala & Associates, LLC reports 18 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
| Address | 225 W Randolph St, Suite 3050, Chicago, IL 60606 |
| Phone | 312-300-4781 |
| Fax | 312-300-4770 |
| Office hours | 8:00 To 5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$716.7M▲ 43%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 40%
Larger than 60% of 16,271 advisers
EmployeesTop 26%
More than 74% of 16,825 advisers
Assets under management
$716.7Mregulatory AUM
Discretionary $716.7M