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MOZAIC, LLC

Tel: 310-247-9657
350 South Beverly Drive, Suite 340
Beverly Hills, California  90212

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MOZAIC, LLC

MOZAIC, LLC is a Beverly Hills, California based financial advisory firm with nearly $3,636,302,344 in assets under management and provides investment advisory services for 75 clients. There are currently 13 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

145777

SEC#:

801-68951

No. of Clients:

75

Assets under Management

$3,636,302,344

No. of Advisors:

13

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