MOSAIC PACIFIC INVESTMENT ADVISORS

615 Piikoi
Suite 812
Honolulu, Hawaii 96814
Tel: 808-591-1200

About MOSAIC PACIFIC INVESTMENT ADVISORS

MOSAIC PACIFIC INVESTMENT ADVISORS, formally registered with the SEC as MOSAIC PACIFIC INVESTMENT ADVISORS. The firm was established in 08/29/2019. They have over 1 offices throughout the country.

MOSAIC PACIFIC INVESTMENT ADVISORS is a Honolulu, Hawaii based Financial Planning firm with nearly $379,516,077 assets under management, offering retirement planning & investment advisory services to 1532 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	169423
SEC#	801-117256
Assets Managed by Firm	$379,516,077
No. of Clients	1532
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	1532	$379,516,077
Individuals (other than high net worth individuals)	523	$149,585,696
High net worth individuals	70	$134,155,437
Corporations or other businesses	25	$95,774,944

More Retirement Planning firms in Honolulu, Hawaii:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CKW FINANCIAL GROUP, LLC 1003 Bishop Street, Suite 1950 Honolulu, HI, 96813	$1,969,795,561	1470	7
ASSET MANAGEMENT GROUP OF BANK OF HAWAII 111 South King Street, 4th Floor Honolulu, HI, 96813-4405	$1,115,051,000	25	34
CADINHA & CO LLC 900 Fort St. Mall Ste. 1450 Honolulu, HI, 96813-3713	$1,005,642,475	1401	19
TRINITY FUND ADVISORS LLC 55 Merchant Street, Suite 1500 Honolulu, HI, 96813	$626,685,758	6	35
THE RICE PARTNERSHIP, LLC 1099 Alakea Street, Suite 2510 Honolulu, HI, 96813	$609,369,860	830	9

Explore More Retirement Advisors in Honolulu, Hawaii

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.