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MOSAIC ADVISORS
3773 Richmond Avenue
Suite 700
Houston, Texas 77046
Tel: 713-980-4100
About MOSAIC ADVISORS
MOSAIC ADVISORS, formally registered with the SEC as MOSAIC ADVISORS. The firm was established in 06/10/2015. They have over 1 offices throughout the country.
MOSAIC ADVISORS is a Houston, Texas based Financial Planning firm with nearly $325,598,870 assets under management, offering retirement planning & investment advisory services to 150 clients. The firm is staffed with 17 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 164913 |
| SEC# | 801-99369 |
| Assets Managed by Firm | $325,598,870 |
| No. of Clients | 150 |
| No. of Advisors | 17 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 150 | $325,598,870 |
| Individuals (other than high net worth individuals) | 10 | $2,676,234 |
| High net worth individuals | 40 | $298,922,656 |
| Charitable organizations | Fewer than 5 clients | $23,999,980 |
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