TAIBER, KOSMALA & ASSOCIATES, LLC

141 W. Jackson Blvd.
Suite 3540
Chicago, Illinois 60604
Tel: 312-300-4781

About TAIBER, KOSMALA & ASSOCIATES, LLC

TAIBER, KOSMALA & ASSOCIATES, LLC, formally registered with the SEC as TAIBER, KOSMALA & ASSOCIATES, LLC. The firm was established in 06/29/2012. They have over 1 offices throughout the country.

TAIBER, KOSMALA & ASSOCIATES, LLC is a Chicago, Illinois based Financial Planning firm with nearly $114,018,272 assets under management, offering retirement planning & investment advisory services to 28 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	161703
SEC#	801-76838
Assets Managed by Firm	$114,018,272
No. of Clients	28
No. of Advisors	13

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Other (INVESTMENT CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	28	$114,018,272
High net worth individuals	Fewer than 5 clients	$114,018,272

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