Mokosak Advisory is an investment advisor in Urbandale with $228.33 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
263318305
SEC advisor number
801-110319
FINRA CRD number
287538
AUM ?
$228.33 mm
(as of 25 Apr 23)
Accounts
1,152
(as of 25 Apr 23)
Employees
3
(3 investment advisory or research)
Address
Mokosak Advisory
2900 100TH STREET, SUITE 102
URBANDALE
IA 50322
2900 100TH STREET, SUITE 102
URBANDALE
IA 50322
Office hours
Monday - Friday, 8:30 AM-5:00 PM
Phone
5152235404
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Mokosak, Richard, Frank | President & Chief Compliance Officer | 09/2008 | > 75% |
Page, Ryan, Matthew | Vice President | 01/2022 | 10-25% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
29 Apr 24
13F-HR
Quarterly holdings report by institutional manager
31 Jan 24
13F-HR
Quarterly holdings report by institutional manager
19 Oct 23
13F-HR
Quarterly holdings report by institutional manager
3 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 Apr 23
13F-HR
Quarterly holdings report by institutional manager
2 Feb 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
2 Aug 22
13F-HR
Quarterly holdings report by institutional manager
4 May 22
13F-HR
Quarterly holdings report by institutional manager
1 Feb 22