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Building 2MOSAIC FI LLC

Map pinLINCOLNSHIRE, IL
Phone847-371-5203
NotebookSEC #801-135876
Total AUM
$112.8M
Employees
5
Clients
253

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
475 HALF DAY RD
SUITE 100
LINCOLNSHIRE
IL 60069
United States
Operating Hours
8:00 AM - 6 PM
Monday - Friday
Phone
847-371-5203
Other Offices
1

ReceiptFinancials

Total AUM
$112.8M
Accounts
253
Discretionary
$112.8M
Accounts
253
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
95
AUM
$14.1M
HNW Individual Clients
158
AUM
$98.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAILNCTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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