The Mosaic Financial Group LLC

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Assets, Funds, Holdings

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CAFR Data
The Mosaic Financial Group LLC
CRD #109816
SEC #801-58120
CIK #
AUM $912.3 MM (45% Disc, 100% US)
Employees23 (43% Investors, 0% Brokers)
Phone312-255-5490
Address303 E Wacker Drive
Chicago, IL 60601
Source [IAPD] [Website]
Total AUM ($MM)
117594070547023502000200620132020
Comparable Firms State AUM ($BB)
Arbor Capital Management Corp
NY 0.9
Kobren Insight Management Inc
MA 0.9
Deschutes Portfolio Strategies Inc
OR 0.9
NorthStar Wealth Partners LLC
CT 0.9
Ironview Capital Management LLC
PA 0.9
American Economic Planning Group Inc
NJ 0.9
Greenline Partners LLC
NY 0.9
Marks Group Wealth Management Inc
MN 0.9
Wespac Advisors LLC
CA 0.9
Sapient Private Wealth Management Services LLC
OR 0.9
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