TAIBER, KOSMALA & ASSOCIATES, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $716.7M |
| Discretionary | $716.7M100% of AUM |
| Client Accounts | 16 |
| Avg Account Size | $44.8M |
| Employees | 18 |
| Peak AUM | $6.14BMar 2017 |
AUM by Client Type
Total AUM
$717M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $717M | +43.4% | +89.3% | +39.3% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $716.7M |
| Discretionary | $716.7M |
| Employees | 18 |
| Client Accounts | 16 |
Contact & Location
Address
225 W RANDOLPH ST
CHICAGO IL 60606
Phone
312-300-4781
Filing History
29 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Pension ConsultingAdviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$717M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Investment Adviser