TAIBER, KOSMALA & ASSOCIATES, LLC
CRD #161703 SEC #801-76838 CHICAGO, IL 312-300-4781
SEC Registered
Total AUM
$499.8M
Discretionary
$499.8M
Employees
15
Clients
--
Accounts
16
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $499.8M | $499.8M | $0 | 15 | 51 |
| May 2025 | $499.8M | $499.8M | $0 | 15 | 51 |
| Mar 2025 | $499.8M | $499.8M | $0 | 15 | 51 |
| Mar 2024 | $114M | $114M | $0 | 13 | 54 |
| Sep 2023 | $105.7M | $105.7M | $0 | 13 | 55 |
| Apr 2023 | $105.7M | $105.7M | $0 | 13 | 55 |
| Mar 2023 | $105.7M | $105.7M | $0 | 13 | 55 |
| Nov 2022 | $60.9M | $60.9M | $0 | 11 | 55 |
| Mar 2022 | $60.9M | $60.9M | $0 | 11 | 55 |
| Mar 2021 | $123.2M | $123.2M | $0 | 10 | 52 |
| Mar 2021 | $136.8M | $136.8M | $0 | 7 | 57 |
| Feb 2021 | $136.8M | $136.8M | $0 | 7 | 57 |
| May 2020 | $136.8M | $136.8M | $0 | 7 | 57 |
| Mar 2019 | $443.3M | $443.3M | $0 | 7 | 63 |
| Mar 2018 | $388.6M | $0 | $388.6M | 7 | 181 |
| Dec 2017 | $314.2M | $314.2M | $0 | 8 | 0 |
| Mar 2017 | $6.1B | $314.2M | $5.8B | 5 | 26 |
| Mar 2016 | $4.8B | $263.2M | $4.6B | 4 | 26 |
| Jul 2015 | $367.6M | $0 | $367.6M | 7 | 26 |
| Apr 2015 | $367.6M | $367.6M | $0 | 7 | 26 |
| Mar 2015 | $367.6M | $367.6M | $0 | 7 | 26 |
| Mar 2014 | $284.8M | $0 | $284.8M | 6 | 26 |
| Oct 2013 | $214.6M | $0 | $214.6M | 5 | 11 |
| Mar 2013 | $214.6M | $0 | $214.6M | 5 | 11 |
| Oct 2012 | $191M | $0 | $191M | -- | 0 |
| Jul 2012 | $0 | $0 | $0 | -- | 0 |
| Jun 2012 | $0 | $0 | $0 | -- | 0 |
| Jun 2012 | $0 | $0 | $0 | -- | 0 |
DateDec 2025
Total AUM$499.8M
Discretionary$499.8M
Non-Disc.$0
Employees15
Clients51
DateMay 2025
Total AUM$499.8M
Discretionary$499.8M
Non-Disc.$0
Employees15
Clients51
DateMar 2025
Total AUM$499.8M
Discretionary$499.8M
Non-Disc.$0
Employees15
Clients51
DateMar 2024
Total AUM$114M
Discretionary$114M
Non-Disc.$0
Employees13
Clients54
DateSep 2023
Total AUM$105.7M
Discretionary$105.7M
Non-Disc.$0
Employees13
Clients55
DateApr 2023
Total AUM$105.7M
Discretionary$105.7M
Non-Disc.$0
Employees13
Clients55
DateMar 2023
Total AUM$105.7M
Discretionary$105.7M
Non-Disc.$0
Employees13
Clients55
DateNov 2022
Total AUM$60.9M
Discretionary$60.9M
Non-Disc.$0
Employees11
Clients55
DateMar 2022
Total AUM$60.9M
Discretionary$60.9M
Non-Disc.$0
Employees11
Clients55
DateMar 2021
Total AUM$123.2M
Discretionary$123.2M
Non-Disc.$0
Employees10
Clients52
DateMar 2021
Total AUM$136.8M
Discretionary$136.8M
Non-Disc.$0
Employees7
Clients57
DateFeb 2021
Total AUM$136.8M
Discretionary$136.8M
Non-Disc.$0
Employees7
Clients57
DateMay 2020
Total AUM$136.8M
Discretionary$136.8M
Non-Disc.$0
Employees7
Clients57
DateMar 2019
Total AUM$443.3M
Discretionary$443.3M
Non-Disc.$0
Employees7
Clients63
DateMar 2018
Total AUM$388.6M
Discretionary$0
Non-Disc.$388.6M
Employees7
Clients181
DateDec 2017
Total AUM$314.2M
Discretionary$314.2M
Non-Disc.$0
Employees8
Clients0
DateMar 2017
Total AUM$6.1B
Discretionary$314.2M
Non-Disc.$5.8B
Employees5
Clients26
DateMar 2016
Total AUM$4.8B
Discretionary$263.2M
Non-Disc.$4.6B
Employees4
Clients26
DateJul 2015
Total AUM$367.6M
Discretionary$0
Non-Disc.$367.6M
Employees7
Clients26
DateApr 2015
Total AUM$367.6M
Discretionary$367.6M
Non-Disc.$0
Employees7
Clients26
DateMar 2015
Total AUM$367.6M
Discretionary$367.6M
Non-Disc.$0
Employees7
Clients26
DateMar 2014
Total AUM$284.8M
Discretionary$0
Non-Disc.$284.8M
Employees6
Clients26
DateOct 2013
Total AUM$214.6M
Discretionary$0
Non-Disc.$214.6M
Employees5
Clients11
DateMar 2013
Total AUM$214.6M
Discretionary$0
Non-Disc.$214.6M
Employees5
Clients11
DateOct 2012
Total AUM$191M
Discretionary$0
Non-Disc.$191M
Employees--
Clients0
DateJul 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateJun 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateJun 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0