RIA Intel›Advisers›Iowa›MOKOSAK ADVISORY GROUP, LLC

MOKOSAK ADVISORY GROUP, LLC

Advisory

N·URBANDALE, IA

Data as of Feb 24, 2026 · Source: SEC Form ADV

Total AUM
$414M
1-Year AUM Growth
0.0%
3-Year CAGR
+7.6%
Employees
4
Assets Under Management
Total AUM$414M
Discretionary AUM$410M
Non-Discretionary AUM$4M
Discretionary %99%
Total Clients458
Team
Total Employees4
Investment Advisers4
Employee Growth (1Y)—
Filing History
Total Filings on Record28
First FilingMar 30, 2017
Latest FilingFeb 24, 2026
🔒 Full AUM trend chart and 28 historical filings spanning 9+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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