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

More Retirement Planning firms in Houston, Texas:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Houston, Texas

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.