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TABER ASSET MANAGEMENT L.L.C.

· CRD 115849 · IAPD ↗ · 515-557-1860

$110.0MRegulatory AUM
3Advisory reps
4Employees
0Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
June 2026 — TABER ASSET MANAGEMENT L.L.C. (location n/a) is newly SEC-registered with $110.0M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.