Mosaic Advisors
Mosaic Advisors (CRD# 164913) is a financial advisory firm headquartered in Houston, TX. They manage $325,598,870 in 150 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management326MILLION
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Total Number of Accounts150ACCOUNTS
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Average Account Value$2,170,659
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Mosaic Advisors
11
Madeline Nichols (CRD# 7854840) is an Investment Advisor Representative working at Mosaic Advisors in Houston, TX and has 1 year of experience in the finance industry.
12
Alexandra Roggero (CRD# 7079760) is an Investment Advisor Representative working at Mosaic Advisors in Houston, TX and has 1 year of experience in the finance industry.
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