Multi-Family OfficeRIA · CRD 161703SEC-Registered

Updated:

Taiber, Kosmala & Associates, LLC

TAIBER, KOSMALA & ASSOCIATES, LLC is an SEC-registered investment adviser in Chicago, IL, registered since 2012. The firm manages approximately $717 million in...

Taiber, Kosmala & Associates, LLC

TAIBER, KOSMALA & ASSOCIATES, LLC is an SEC-registered investment adviser in Chicago, IL, registered since 2012. The firm manages approximately $717 million in assets. It has 18 employees and 7 investment advisers.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

City

Chicago

Corporate office

Baltimore, MD, United States

Principals

Mark Taiber

Principal

David Kosmala

Principal

Sector focus

Wealth ManagementFinancial PlanningInvestment Management

Frequently asked questions

Who runs investment decisions at Taiber, Kosmala & Associates?

Principals Mark Taiber and David Kosmala share responsibility for investment decisions. The firm operates as a partnership, with both principals involved in portfolio construction and client relationships. No external CIO or investment committee is publicly named (public record).

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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