MOKOSAK ADVISORY GROUP, LLC

2900 100th Street Suite 102
Urbandale, Iowa 50322
Tel: (515) 223-5404

About MOKOSAK ADVISORY GROUP, LLC

MOKOSAK ADVISORY GROUP, LLC, formally registered with the SEC as MOKOSAK ADVISORY GROUP, LLC. The firm was established in 04/07/2017. They have over 1 offices throughout the country.

MOKOSAK ADVISORY GROUP, LLC is a Urbandale, Iowa based Financial Planning firm with nearly $345,300,877 assets under management, offering retirement planning & investment advisory services to 1315 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	287538
SEC#	801-110319
Assets Managed by Firm	$345,300,877
No. of Clients	1315
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	1315	$345,300,877
Individuals (other than high net worth individuals)	341	$97,119,091
High net worth individuals	117	$248,090,554
Charitable organizations	Fewer than 5 clients	$91,232

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