Christopher
Horvath

Taiber, Kosmala & Associates, LLC

CRD#5740418
Investment Advisor
in Tampa, FL

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About this Advisor

Christopher Horvath is a financial advisor based in Tampa, Florida, working with Taiber, Kosmala & Associates, LLC. Christopher has previously held positions at Fusion Investment Advisors, LLC, Precision Capital Management, Afferent Investments, LLC, Strategic Planning Group, and Taiber Kosmala & Associates, LLC. Christopher has passed the Series 65 regulatory exam and is registered to provide services in Florida and Illinois. Currently, Christopher is part of Taiber, Kosmala & Associates, LLC, which operates out of Tampa, Florida. The firm has 13 employees and manages assets totaling $114.0 million. The services offered by the firm include portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Taiber, Kosmala & Associates, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Tampa, FL

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Taiber, Kosmala & Associates, LLC Brokerage Details

Total Assets Under Management

$114,018,272

FL Average: $6,674,516,078
Total Number of Employees

13

FL Average: 44
Total Number of Accounts

28

FL Average: 2,564
Average Account Size

$4,072,081

FL Average: $2,603,165

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Christopher Horvath Work History

2020 - Present (4 years)

Taiber Kosmala & Associates,LLC

2017 - 2020 (3 years)

Strategic Planning Group

2016 - 2017 (1 year)

Afferent Investments, LLC

2015 - 2017 (2 years)

Precision Capital Management

2011 - 2017 (6 years)

Fusion Investment Advisors, LLC

Disclosures

Please visit the SEC profile of Christopher Horvath to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Taiber, Kosmala & Associates, LLC

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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