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Building 2TABER ASSET MANAGEMENT L.L.C.

Map pin
Phone515-557-1860
NotebookSEC #801-136221
Total AUM
$110M
Employees
4
Clients
102

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
515-557-1860
Other Offices
1

ReceiptFinancials

Total AUM
$110M
Accounts
101
Discretionary
$90.3M
Accounts
91
Non-Discretionary
$19.7M
Accounts
10

ContactClients

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HNW Individual Clients
101
AUM
$103M
Corporation or Business Clients
1
AUM
$7M

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COIALATXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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