Mokosak Advisory Group, LLC
Mokosak Advisory Group, LLC is an SEC-registered mass-market adviser in Urbandale, IA with $413.9M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Mokosak Advisory Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 287538, SEC 801-110319, data through 2026-02-24.
- AUM (assets under management / regulatory AUM)
- $413.9M (2026-02-24)
- Firm type
- Mass-Market Adviser
- Location
- Urbandale, IA
- Employees
- 4
- Clients
- 490
- CRD
- 287538
- Ownership
- MOKOSAK, RICHARD, FRANK; PAGE, RYAN, MATTHEW
How much AUM does Mokosak Advisory Group, LLC have?
Mokosak Advisory Group, LLC reported $413.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-24).
Who owns Mokosak Advisory Group, LLC?
Disclosed owners and executives of Mokosak Advisory Group, LLC include MOKOSAK, RICHARD, FRANK, PAGE, RYAN, MATTHEW. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.