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THE MOSAIC FINANCIAL GROUP, LLC

Tel: 312-255-5490
303 E. Wacker Drive
Suite 1675
Chicago, Illinois  60601

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THE MOSAIC FINANCIAL GROUP, LLC

THE MOSAIC FINANCIAL GROUP, LLC is a Chicago, Illinois based financial advisory firm with nearly $945,033,715 in assets under management and provides investment advisory services for 589 clients. There are currently 23 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 , Other (TAX PREPARATION)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

109816

SEC#:

801-58120

No. of Clients:

589

Assets under Management

$945,033,715

No. of Advisors:

23

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