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Building 2MOSAIC ADVISORS

Map pinHOUSTON, TX
Phone713-980-4100
NotebookSEC #801-99369
Total AUM
$580.5M
Employees
27
Clients
73

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3773 RICHMOND AVENUE
SUITE 700
HOUSTON
TX 77046
United States
Operating Hours
8 A.M. - 5 P.M.
Monday - Friday
Phone
713-980-4100
Other Offices
1

ReceiptFinancials

Total AUM
$580.5M
Accounts
275
Discretionary
$570.9M
Accounts
269
Non-Discretionary
$9.6M
Accounts
6

ContactClients

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Individual Clients
7
AUM
$1.2M
HNW Individual Clients
65
AUM
$560.2M
Charitable Organization Clients
1
AUM
$19.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
NVTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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