Taber Asset Management L.L.C. (Des Moines)

Taber Asset Management L.L.C. is an adviser based in Des Moines. It manages $35.09 million of regulatory assets for 137 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Iowa, Louisiana, Nebraska, and Texas.

Taber Asset Management L.L.C provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Taber Asset Management L.L.C: assets under management

The assets under management (AUM) of Taber Asset Management L.L.C. is $35.09 million. The firm's AUM has grown by 11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $27.51 million in discretionary accounts and $7.58 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $277.87 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $199.4 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Taber Asset Management L.L.C. for their services and products based on a percentage of assets under management, hourly charges, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Taber Asset Management L.L.C.

William Emmett Taber has been acting as President since 1 Jun 1998. Susan Louise Taber joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Emmett Taber	President/chief compliance officer	1 Jun 1998	75% - 100%	873507
Susan Louise Taber	Member	1 Sep 2006	50% - 75%	5293870

Based in Des Moines

The principal office where Taber Asset Management L.L.C. performs its advisory services is located at 2913 Virginia Place, Des Moines, IA 50321 1534, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.