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Building 2MOSAIC FAMILY WEALTH, LLC

Map pinST. LOUIS, MO
Phone(314) 627-5220
NotebookSEC #801-79586
Total AUM
$1.2B
Employees
15
Clients
508

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
1401 S. BRENTWOOD BLVD.
SUITE 630
ST. LOUIS
MO 63144
United States
Operating Hours
8:00 AM - 4:30 PM
Monday - Friday
Phone
(314) 627-5220
Other Offices
1

ReceiptFinancials

Total AUM
$1.2B
Accounts
2,741
Discretionary
$1.1B
Accounts
2,455
Non-Discretionary
$66.1M
Accounts
286

ContactClients

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Individual Clients
240
AUM
$101.1M
HNW Individual Clients
259
AUM
$961.3M
Pension/Profit Sharing Plan Clients
1
AUM
$41.6M
Charitable Organization Clients
7
AUM
$13.9M
Corporation or Business Clients
1
AUM
$45M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLILINKSLAMONVOHTXWA

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

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