MOZAIC, LLC

350 South Beverly Drive, Suite 340
Beverly Hills, California 90212
Tel: 310-247-9657

About MOZAIC, LLC

MOZAIC, LLC, formally registered with the SEC as MOZAIC, LLC. The firm was established in 03/18/2008. They have over 1 offices throughout the country.

MOZAIC, LLC is a Beverly Hills, California based Financial Planning firm with nearly $3,636,302,344 assets under management, offering retirement planning & investment advisory services to 75 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	145777
SEC#	801-68951
Assets Managed by Firm	$3,636,302,344
No. of Clients	75
No. of Advisors	13

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	75	$3,636,302,344
High net worth individuals	70	$3,391,535,402
Charitable organizations	5	$244,766,942

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