Overview
Assets Under Management: $340 million
Headquarters: MECHANICSBURG, PA
High-Net-Worth Clients: 75
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 75
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.59
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 701
Discretionary Accounts: 689
Non-Discretionary Accounts: 12
Regulatory Filings
CRD Number: 123322
Last Filing Date: 2025-02-10 00:00:00
Website: https://investwithmosaic.com