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Building 2MOKOSAK ADVISORY GROUP, LLC

Map pinURBANDALE, IA
Phone(515) 223-5404
NotebookSEC #801-110319
Total AUM
$413.9M
Employees
4
Clients
491

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2900 100TH STREET SUITE 102
URBANDALE
IA 50322
United States
Operating Hours
8:30 AM-5:00 PM
Monday - Friday
Phone
(515) 223-5404

ReceiptFinancials

Total AUM
$413.9M
Accounts
1,364
Discretionary
$409.8M
Accounts
1,346
Non-Discretionary
$4.1M
Accounts
18

ContactClients

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Individual Clients
357
AUM
$106.8M
HNW Individual Clients
133
AUM
$307M
Charitable Organization Clients
1
AUM
$87.5K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIAINMNMOTXVA

HandshakeAffiliates

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

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