Overview
Assets Under Management: $345 million
Headquarters: URBANDALE, IA
High-Net-Worth Clients: 117
Average Client Assets: $2 million
Frequently Asked Questions
MOKOSAK ADVISORY GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #287538), MOKOSAK ADVISORY GROUP, LLC is subject to fiduciary duty under federal law.
MOKOSAK ADVISORY GROUP, LLC is headquartered in URBANDALE, IA.
MOKOSAK ADVISORY GROUP, LLC serves 117 high-net-worth clients according to their SEC filing dated February 25, 2025. View client details ↓
According to their SEC Form ADV, MOKOSAK ADVISORY GROUP, LLC offers financial planning and portfolio management for individuals. View all service details ↓
MOKOSAK ADVISORY GROUP, LLC manages $345 million in client assets according to their SEC filing dated February 25, 2025.
According to their SEC Form ADV, MOKOSAK ADVISORY GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 117
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.85
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,315
Discretionary Accounts: 1,300
Non-Discretionary Accounts: 15
Regulatory Filings
CRD Number: 287538
Last Filing Date: 2025-02-25 00:00:00
Website: https://mokosakag.com