MOKOSAK ADVISORY GROUP, LLC
Tel: (515) 223-5404 2900 100th Street Suite 102 Urbandale, Iowa 50322
About MOKOSAK ADVISORY GROUP, LLC
MOKOSAK ADVISORY GROUP, LLC is a Urbandale, Iowa based financial advisory firm with nearly $345,300,877 in assets under management and provides investment advisory services for 1315 clients. There are currently 4 financial advisors at the firm.
General Information
Firm CRD#:
287538
Firm SEC#:
801-110319
Assets Under Management:
$345,300,877
No. of Clients:
1315
No. of Advisors:
4
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Fee Structure:
A percentage of AUM
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