Mokosak Advisory Group, LLC
● SEC registered since 2017CRD 287538SEC# 801-110319Urbandale, IA
Reg. AUM
$413.9M
Employees
4
Accounts
1,364
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 $413.9 million in regulatory assets under management and employs 4 people.
Mokosak Advisory Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Richard Frank Mokosak Control | President & Chief Compliance Officer | 50-75% | 2008 |
| Ryan Matthew Page Control | Vice President | 25-50% | 2022 |
Frequently asked questions
How much does Mokosak Advisory Group, LLC manage?
Mokosak Advisory Group, LLC reports $413.9 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
| Address | 2900 100th Street Suite 102, Urbandale, IA 50322 |
| Phone | (515) 223-5404 |
| Fax | (515) 223-5436 |
| Office hours | 8:30 a.m.-5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1713112 |
| Discloses disciplinary history | No |
Regulatory AUM
$413.9M▲ 20%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$413.9Mregulatory AUM
Discretionary $409.8MNon-discretionary $4.1M