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MOKOSAK ADVISORY GROUP, LLC

Tel: (515) 223-5404
2900 100th Street Suite 102
Urbandale, Iowa  50322

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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

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM

Firm CRD#:

287538

SEC#:

801-110319

No. of Clients:

1315

Assets under Management

$345,300,877

No. of Advisors:

4

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