Overview
Assets Under Management: $209 million
High-Net-Worth Clients: 62
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 62
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.00
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 332
Discretionary Accounts: 332
Regulatory Filings
CRD Number: 142793
Last Filing Date: 2025-01-14 00:00:00
Website: https://mosaicw.com