THE MOSAIC FINANCIAL GROUP, LLC
SEC Form ADV profile.
Total regulatory AUM
$948,721,875
Discretionary
$305,216,875
Non-discretionary
$643,505,000
Firm details
- CRD number
- 109816
- SEC file number
- 801-58120
- Main office
- CHICAGO, IL, United States
- Employees
- 27
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.