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| Mokosak Advisory Group LLC
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|---|---|
| CRD # | 287538 |
| SEC # | 801-110319 |
| CIK # | 0001713112 |
| AUM | 413.9 M (2026-02-24) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 515-223-5404 |
| Address | 2900 100th Street Suite 102 Urbandale, IA 50322 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Apple Inc | 1.8 | |
| Caseys General Stores Inc | 1.6 | |
| Nvidia Corp | 1.1 | |
| Deere & Co | 0.7 | |
| Wal Mart Stores Inc | 0.6 | |
| Principal Financial Group Inc | 0.6 | |
| Taiwan Semiconductor Manufacturing Co Ltd | 0.4 | |
| Wells Fargo & Co/MN | 0.3 | |
| Intuitive Surgical Inc | 0.3 | |
| Amazon Com Inc | 0.3 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 357 | 106.8 |
| (b) Individuals (high net worth individuals) | 133 | 307.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,364 | 413.9 |
| By Discretionary | ||
| Discretionary | 1,346 | 409.8 |
| Non-Discretionary | 18 | 4.1 |
| Total | 1,364 | 413.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.7 | |
| United States Persons | 412.2 | |
| Total | 1,364 | 413.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001713112] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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|---|---|---|
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