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THE MOSAIC FINANCIAL GROUP, LLC
Tel: 312-255-5490
303 E. Wacker Drive Suite 1675
Chicago, Illinois 60601
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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