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Building 2THE MOSAIC FINANCIAL GROUP, LLC

Map pinCHICAGO, IL
Phone312-255-5490
NotebookSEC #801-58120
Total AUM
$948.7M
Employees
27
Clients
133

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
225 W. RANDOLPH STREET
SUITE 2425
CHICAGO
IL 60606
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
312-255-5490
Other Offices
1

ReceiptFinancials

Total AUM
$948.7M
Accounts
596
Discretionary
$305.2M
Accounts
157
Non-Discretionary
$643.5M
Accounts
439

ContactClients

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HNW Individual Clients
130
AUM
$933.6M
Charitable Organization Clients
2
AUM
$9.1M
Corporation or Business Clients
1
AUM
$6.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
TAX PREPARATION
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLIL

HandshakeAffiliates

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

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