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| Keyboard |
| Investors Mosaic LLC
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|---|---|
| CRD # | 168619 |
| SEC # | 801-130393 |
| CIK # | |
| AUM | 192.1 M (2026-03-30) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 617-272-0006 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7 | 2.5 |
| (b) Individuals (high net worth individuals) | 26 | 182.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 5.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 164 | 192.1 |
| By Discretionary | ||
| Discretionary | 164 | 192.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 164 | 192.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 192.1 | |
| Total | 164 | 192.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Thomas Leo Advisory LLC
✚
|
MN | 192.7 M |
|
Numa Americas Corp
✚
|
FL | 192.7 M |
|
Davis Private Wealth LLC
✚
|
FL | 192.7 M |
|
Financial Elements Inc
✚
|
IL | 192.6 M |
|
Excel Capital Management Corp
✚
|
NJ | 192.5 M |
|
The Archer Consulting Group LLC
✚
|
LA | 192.2 M |
|
Oakmont Investment Advisors Inc
✚
|
PA | 192.2 M |
|
Gregory Lyle & Co
✚
|
192.2 M | |
|
Belmont Private Wealth
✚
|
192.1 M | |
|
CLS Financial Advisors Inc
✚
|
OR | 192.0 M |