THE MOSAIC FINANCIAL GROUP, LLC

303 E. Wacker Drive
Suite 1675
Chicago, Illinois 60601
Tel: 312-255-5490

About THE MOSAIC FINANCIAL GROUP, LLC

THE MOSAIC FINANCIAL GROUP, LLC, formally registered with the SEC as THE MOSAIC FINANCIAL GROUP, LLC. The firm was established in 11/17/2000. They have over 2 offices throughout the country.

THE MOSAIC FINANCIAL GROUP, LLC is a Chicago, Illinois based Financial Planning firm with nearly $945,033,715 assets under management, offering retirement planning & investment advisory services to 589 clients. The firm is staffed with 23 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109816
SEC#	801-58120
Assets Managed by Firm	$945,033,715
No. of Clients	589
No. of Advisors	23

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
Other (TAX PREPARATION)

Firm Client Information

	No. of Clients	AUM
Firm Total	589	$945,033,715
High net worth individuals	128	$796,597,296
Charitable organizations	1	$141,277,825
Corporations or other businesses	1	$7,158,594

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