Overview
Assets Under Management: $713 million
Headquarters: ST. LOUIS, MO
High-Net-Worth Clients: 216
Average Client Assets: $2.9 million
Frequently Asked Questions
MOSAIC FAMILY WEALTH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #170923), MOSAIC FAMILY WEALTH, LLC is subject to fiduciary duty under federal law.
MOSAIC FAMILY WEALTH, LLC is headquartered in ST. LOUIS, MO.
MOSAIC FAMILY WEALTH, LLC serves 216 high-net-worth clients according to their SEC filing dated November 30, 2018. View client details ↓
According to their SEC Form ADV, MOSAIC FAMILY WEALTH, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
MOSAIC FAMILY WEALTH, LLC manages $713 million in client assets according to their SEC filing dated November 30, 2018.
According to their SEC Form ADV, MOSAIC FAMILY WEALTH, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 216
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.04%
Average Client Assets: $2.9 million
Total Client Accounts: 1,949
Discretionary Accounts: 1,515
Non-Discretionary Accounts: 434
Regulatory Filings
CRD Number: 170923
Filing ID: 1255344
Last Filing Date: 2018-11-30 16:56:00