MOKOSAK ADVISORY GROUP, LLC
Firm details
- Headquarters
- URBANDALE, Iowa
- CRD number
- 287538
- Registered since
- April 7, 2017
- Website
- mokosakadvisorygroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI74.18%
- Individuals25.8%
- Charitable Organizations0.02%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Mokosak Advisory Group, LLC is an independent registered investment adviser formed in 2017 and owned by an individual. The firm serves individual and family clients and bills for advisory services on a percentage-of-AUM basis. Advisory offerings focus on financial planning and portfolio management for individuals and small businesses; the firm also operates as an insurance broker, which informs its product mix. Mokosak is not set up as a multi-state adviser, does not describe itself as an ESG investor, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds99%
- Cash & Cash Equivalents1%
Contacts
3 of 4Caroline Evans
Associate Wealth Management AdvisorCRD 7256779
RICHARD MOKOSAK
Partner and Wealth Management AdvisorCRD 2520987
Martin Kelly
Associate Wealth Management AdvisorCRD 7282714
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 20Active vs passive
$391M in ETFs
100%
$390M
<1%
$782K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP VALUE ETF (SCHV) | Schwab | Passive | Large Value | $91.8M | 3,008,501 | 23.48% |
Location
URBANDALE, IA
POLK
Location
URBANDALE, IA
Headquartered in URBANDALE, IA, anchoring the Des Moines-Ames-West Des Moines, IA metro in the Midwest.
- Metro area
- Des Moines-Ames-West Des Moines, IA
- Region
- Midwest
- County
- POLK
- Address
- 2900 100th St
- Time zone
- CT (UTC-6)
- Office locations
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