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| Keyboard |
| Taber Asset Management LLC
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|---|---|
| CRD # | 115849 |
| SEC # | 801-136221 |
| CIK # | |
| AUM | 110.0 M (2026-05-28) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 515-557-1860 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 101 | 103.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 7.0 |
| (n) Other | 0 | 0.0 |
| Total | 101 | 110.0 |
| By Discretionary | ||
| Discretionary | 91 | 90.3 |
| Non-Discretionary | 10 | 19.7 |
| Total | 101 | 110.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 110.0 | |
| Total | 101 | 110.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail, Research |
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|---|---|---|
|
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Wealth Creation Management Group LLC
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IL | 105.5 M |
|
Venture Forth Financial LLC
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105.0 M | |
|
E & R Wealth Management LLC
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|
SC | 104.8 M |
|
XENA Financial Planning LLC
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|
OR | 104.5 M |