This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Principal
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-28-1999
- Office Locations
- 2
Office Locations
About Taber Asset Management L.l.c.
TABER Asset Management is a fee-only fiduciary advisory firm (serving since 1998) with offices in Des Moines, IA and Alexandria, VA. The team builds custom investment portfolios and provides investment advice and retirement planning for IRA, 401(k), Roth, taxable and trust accounts. Portfolios are primarily implemented with ETFs and public funds, delivered through a one-on-one, relationship-driven approach.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
WILLIAM EMMETT TABER
Chief Compliance Officer, President, Vice President
- CRD
- #873507
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
CARLA SUE ALBERS
Investment Advisor
- CRD
- #1390253
Anastasia Susan Taber
Associate Advisor
- CRD
- #7369690
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $90,317,438 | $992,499 |
| Non-Discretionary | $19,705,875 | $1,970,588 |
| Total | $110,023,313 | $1,089,340 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing