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MOKOSAK ADVISORY GROUP, LLC
Investment Advice|URBANDALE, IA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$345.3M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 341.7M |
| Non-Discretionary | 3.6M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 287538 |
| SEC Number | 801-110319 |
| Street Address | 2900 100TH STREET SUITE 102 |
| Location | URBANDALE, IA 50322 |
| Country | United States |
| Phone | (515) 223-5404 |
| Fax | (515) 223-5436 |
| Total Employees | 4 |
| Business Types | insurance_broker |
Client Count by Type (458 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 341 |
| High Net Worth Individual… | 117 |
County data not available for this organization.