MOKOSAK ADVISORY GROUP, LLC
CRD #287538 SEC #801-110319 URBANDALE, IA (515) 223-5404
SEC Registered
Total AUM
$345.3M
Discretionary
$341.7M
Employees
4
Clients
251
Accounts
1,315
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $345.3M | $341.7M | $3.6M | 4 | 0 |
| Nov 2024 | $288.1M | $285.6M | $2.6M | 4 | 0 |
| Mar 2024 | $288.1M | $285.6M | $2.6M | 4 | 0 |
| Feb 2024 | $288.1M | $285.6M | $2.6M | 4 | 0 |
| Apr 2023 | $228.3M | $226.1M | $2.2M | 3 | 0 |
| Mar 2023 | $228.3M | $226.1M | $2.2M | 3 | 0 |
| Oct 2022 | $276.2M | $272.5M | $3.7M | 3 | 0 |
| Sep 2022 | $276.2M | $272.5M | $3.7M | 3 | 0 |
| May 2022 | $276.2M | $272.5M | $3.7M | 3 | 0 |
| Mar 2022 | $276.2M | $272.5M | $3.7M | 3 | 0 |
| Mar 2021 | $219.7M | $216.9M | $2.7M | 3 | 0 |
| Nov 2020 | $180.1M | $178.5M | $1.7M | 2 | 0 |
| Aug 2020 | $180.1M | $178.5M | $1.7M | 2 | 0 |
| Jun 2020 | $180.1M | $178.5M | $1.7M | 2 | 0 |
| May 2020 | $180.1M | $178.5M | $1.7M | 2 | 0 |
| Mar 2020 | $180.1M | $178.5M | $1.7M | 2 | 0 |
| Feb 2019 | $142.8M | $141.2M | $1.6M | 2 | 0 |
| Aug 2018 | $145.9M | $144.2M | $1.7M | 2 | 0 |
| Aug 2018 | $145.9M | $144.2M | $1.7M | 2 | 0 |
| Mar 2018 | $145.9M | $144.2M | $1.7M | 2 | 0 |
| Jul 2017 | $104.2M | $104.2M | $0 | 4 | 0 |
| Jun 2017 | $104.2M | $104.2M | $0 | 4 | 0 |
| Jun 2017 | $104.2M | $104.2M | $0 | 4 | 0 |
| Jun 2017 | $0 | $0 | $0 | 4 | 0 |
| May 2017 | $0 | $0 | $0 | 2 | 0 |
| May 2017 | $0 | $0 | $0 | 2 | 0 |
| Apr 2017 | $0 | $0 | $0 | 2 | 0 |
| Apr 2017 | $0 | $0 | $0 | 2 | 0 |
| Mar 2017 | $0 | $0 | $0 | 2 | 0 |
DateFeb 2025
Total AUM$345.3M
Discretionary$341.7M
Non-Disc.$3.6M
Employees4
Clients0
DateNov 2024
Total AUM$288.1M
Discretionary$285.6M
Non-Disc.$2.6M
Employees4
Clients0
DateMar 2024
Total AUM$288.1M
Discretionary$285.6M
Non-Disc.$2.6M
Employees4
Clients0
DateFeb 2024
Total AUM$288.1M
Discretionary$285.6M
Non-Disc.$2.6M
Employees4
Clients0
DateApr 2023
Total AUM$228.3M
Discretionary$226.1M
Non-Disc.$2.2M
Employees3
Clients0
DateMar 2023
Total AUM$228.3M
Discretionary$226.1M
Non-Disc.$2.2M
Employees3
Clients0
DateOct 2022
Total AUM$276.2M
Discretionary$272.5M
Non-Disc.$3.7M
Employees3
Clients0
DateSep 2022
Total AUM$276.2M
Discretionary$272.5M
Non-Disc.$3.7M
Employees3
Clients0
DateMay 2022
Total AUM$276.2M
Discretionary$272.5M
Non-Disc.$3.7M
Employees3
Clients0
DateMar 2022
Total AUM$276.2M
Discretionary$272.5M
Non-Disc.$3.7M
Employees3
Clients0
DateMar 2021
Total AUM$219.7M
Discretionary$216.9M
Non-Disc.$2.7M
Employees3
Clients0
DateNov 2020
Total AUM$180.1M
Discretionary$178.5M
Non-Disc.$1.7M
Employees2
Clients0
DateAug 2020
Total AUM$180.1M
Discretionary$178.5M
Non-Disc.$1.7M
Employees2
Clients0
DateJun 2020
Total AUM$180.1M
Discretionary$178.5M
Non-Disc.$1.7M
Employees2
Clients0
DateMay 2020
Total AUM$180.1M
Discretionary$178.5M
Non-Disc.$1.7M
Employees2
Clients0
DateMar 2020
Total AUM$180.1M
Discretionary$178.5M
Non-Disc.$1.7M
Employees2
Clients0
DateFeb 2019
Total AUM$142.8M
Discretionary$141.2M
Non-Disc.$1.6M
Employees2
Clients0
DateAug 2018
Total AUM$145.9M
Discretionary$144.2M
Non-Disc.$1.7M
Employees2
Clients0
DateAug 2018
Total AUM$145.9M
Discretionary$144.2M
Non-Disc.$1.7M
Employees2
Clients0
DateMar 2018
Total AUM$145.9M
Discretionary$144.2M
Non-Disc.$1.7M
Employees2
Clients0
DateJul 2017
Total AUM$104.2M
Discretionary$104.2M
Non-Disc.$0
Employees4
Clients0
DateJun 2017
Total AUM$104.2M
Discretionary$104.2M
Non-Disc.$0
Employees4
Clients0
DateJun 2017
Total AUM$104.2M
Discretionary$104.2M
Non-Disc.$0
Employees4
Clients0
DateJun 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMay 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateApr 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateApr 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0