Overview
Assets Under Management: $623 million
Headquarters: SAN FRANCISCO, CA
High-Net-Worth Clients: 177
Average Client Assets: $3.2 million
Frequently Asked Questions
MOSAIC FINANCIAL PARTNERS, INC. 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 #105180), MOSAIC FINANCIAL PARTNERS, INC. is subject to fiduciary duty under federal law.
MOSAIC FINANCIAL PARTNERS, INC. is headquartered in SAN FRANCISCO, CA.
MOSAIC FINANCIAL PARTNERS, INC. serves 177 high-net-worth clients according to their SEC filing dated April 19, 2018. View client details ↓
According to their SEC Form ADV, MOSAIC FINANCIAL PARTNERS, INC. offers financial planning and portfolio management for individuals. View all service details ↓
MOSAIC FINANCIAL PARTNERS, INC. manages $623 million in client assets according to their SEC filing dated April 19, 2018.
According to their SEC Form ADV, MOSAIC FINANCIAL PARTNERS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 177
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.32%
Average Client Assets: $3.2 million
Total Client Accounts: 264
Discretionary Accounts: 264
Regulatory Filings
CRD Number: 105180
Filing ID: 1211004
Last Filing Date: 2018-04-19 19:23:00