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Building 2MOSAIC FINANCIAL PARTNERS, INC.

Map pinSAN FRANCISCO, CA
Phone415-788-1952
NotebookSEC #801-33740
Total AUM
$622.9M
Employees
19
Clients
268

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
140 GEARY STREET, 6TH FLOOR
SAN FRANCISCO
CA 94108
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
415-788-1952
Other Offices
1

ReceiptFinancials

Total AUM
$622.9M
Accounts
264
Discretionary
$622.9M
Accounts
264
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
79
AUM
$42M
HNW Individual Clients
177
AUM
$575M
Pension/Profit Sharing Plan Clients
3
AUM
$1.2M
Charitable Organization Clients
9
AUM
$4.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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