Investment adviser · CRD 287538
MOKOSAK ADVISORY GROUP, LLC
Investment adviser filing (IA)
URBANDALE, IA, United States · Form ADV filed Feb 24, 2026
- Regulatory AUM
- $414M Form ADV · Item 5.F
- Client accounts
- 1,364 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 133 | $307,032,559 | 74.2% |
| Individuals | 357 | $106,799,022 | 25.8% |
| Charities | Fewer than 5 | $87,460 | 0.0% |
Filing source
Form ADV 2032490 · Feb 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 24, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets
Principal office
2900 100TH STREET SUITE 102URBANDALE, IA, 50322, United States
CRD 287538
Filing source
Form ADV 2032490 · Feb 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.