Overview
Assets Under Management: $345 million
Headquarters: URBANDALE, IA
High-Net-Worth Clients: 117
Average Client Assets: $2 million
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