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Mokosak Advisory Group, LLC

● SEC registered since 2017CRD 287538SEC# 801-110319Urbandale, IA
Export (members)
Reg. AUM
$345.3M
Employees
4
Accounts
1,315
Location
Urbandale, IA

Mokosak Advisory Group, LLC assets under management

Mokosak Advisory Group, LLC operates as an SEC-registered investment adviser based in Urbandale, IA. The firm has been registered since 2017. It reports $345.3 million in regulatory assets under management and employs 4 people.
www.mokosakadvisorygroup.comView on SEC.gov ↗

Mokosak Advisory Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
Richard Frank Mokosak ControlPresident & Chief Compliance Officer50-75%2008
Ryan Matthew Page ControlVice President25-50%2022

Frequently asked questions

How much does Mokosak Advisory Group, LLC manage?

Mokosak Advisory Group, LLC reports $345.3 million in regulatory assets under management on its Form ADV.

How many employees does Mokosak Advisory Group, LLC have?

Mokosak Advisory Group, LLC reports 4 employees.

Where is Mokosak Advisory Group, LLC located?

Mokosak Advisory Group, LLC is based in Urbandale, IA and has been SEC-registered since 2017.

Does Mokosak Advisory Group, LLC disclose fund performance?

Mokosak Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2900 100th Street Suite 102, Urbandale, IA 50322
Phone(515) 223-5404
Fax(515) 223-5436
Office hours8:30 a.m.-5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1713112
Discloses disciplinary historyNo

Assets under management

Discretionary$341.7M
Non-discretionary$3.6M
Total (RAUM)$345.3M