TAIBER, KOSMALA & ASSOCIATES, LLC
C26
CRD 161703·SEC 801-76838·CHICAGO, IL
AUM
$716.7M
$500M-$1B
Est. Revenue
$7.2M
@ 1% on AUM
Est. EBITDA
$2.1M
@ 30% margin
Est. Deal Value
$17.2M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $443.3M
'21 · $136.8M
'22 · $123.2M
'23 · $60.9M
'25 · $499.8M
'26 · $716.7M
'20'26
$443.3M → $716.7M▲ +62%
Operations
Advisory staff (5-yr trend)
'20 · 4 advisors
'21 · 6 advisors
'22 · 10 advisors
'23 · 11 advisors
'25 · 15 advisors
'26 · 7 advisors
'20'26
4 advisors → 7 advisors▲ +75%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — businessesPension consultingSelection of other advisersOther Advisory Services
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (14)
Everything else we've pulled for this record, not yet curated into a section.
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited