MOKOSAK ADVISORY GROUP, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $413.9M |
| Discretionary | $409.8M99% of AUM |
| Non-Discretionary | $4.1M |
| Client Accounts | 1,364 |
| Avg Account Size | $303K |
| Employees | 4 |
| Peak AUM | $413.9MFeb 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $414M | +19.9% | +22.6% | +13.8% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $413.9M |
| Discretionary | $409.8M |
| Employees | 4 |
| Client Accounts | 1364 |
| Client Range | 251-500 |
Contact & Location
Address
2900 100TH STREET SUITE 102
URBANDALE IA 50322
Phone
(515) 223-5404
Filing History
32 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$410M
99.0% of AUM
Non-Discretionary
$4M
1.0% of AUM
Disc. mix ▲ 0.1pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Other Registrations
Banking Institution