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Building 2MOZAIC, LLC

Map pinBEVERLY HILLS, CA
Phone310-247-9657
NotebookSEC #801-68951
Total AUM
$3.6B
Employees
14
Clients
93

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
350 SOUTH BEVERLY DRIVE, SUITE 340
BEVERLY HILLS
CA 90212
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
310-247-9657

ReceiptFinancials

Total AUM
$3.6B
Accounts
93
Discretionary
$0
Accounts
0
Non-Discretionary
$3.6B
Accounts
93

ContactClients

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HNW Individual Clients
86
AUM
$3.4B
Charitable Organization Clients
7
AUM
$276.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional 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 0 other businesses.

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