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MOK CAPITAL MANAGEMENT
MOK STANLEY QUION
CRD 110182 · SEC 801-68939
4962 EL CAMINO REAL, STE. 235, LOS ALTOS, CA, 94022-1456, United States
Phone
650-318-8077
Fax
650-229-0433
Registration
— (—)
Source
State registered
Total AUM
$63.6M
Discretionary AUM
$48.8M
Team
3 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Commissions
Org form
Sole Proprietorship
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 50 | $11.8M |
| High net worth individuals | 24 | $51.8M |
All web addresses on file
Official SEC filing: View on IAPD