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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Taiber Kosmala & Associates LLC
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|---|---|
| CRD # | 161703 |
| SEC # | 801-76838 |
| CIK # | |
| AUM | $499.8 M (2025-05-01) |
| Employees | 15 (100% Investors, 0% Brokers) |
| Phone | 312-300-4781 |
| Address | 225 W Randolph St Chicago, IL 60606 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 16 | 0.5 |
| By Discretionary | ||
| Discretionary | 16 | 0.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 16 | 0.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.5 | |
| Total | 16 | 0.5 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Advisor OS LLC
✚
|
IL | 4.2 |
|
Taiber Kosmala & Associates LLC
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|
IL | 0.5 |
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|---|---|---|
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|
NY | 0.5 |
|
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Wooster Corthell Wealth Management Inc
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CT | 0.5 |
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GA | 0.5 |
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Snider Retirement Strategies Inc
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|
WA | 0.5 |
|
Praetorian Wealth Management Inc
✚
|
CA | 0.5 |
|
Wellspring Wealth Management LLC
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|
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|
QP Consulting LLC
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|
MD | 0.5 |