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MOSAIC ADVISORS LLC

Doing business as MOSAIC ADVISORS. SEC Form ADV profile.

Total regulatory AUM
$580,504,440
Discretionary
$570,886,121
Non-discretionary
$9,618,319

Firm details

CRD number
164913
SEC file number
801-99369
Main office
HOUSTON, TX, United States
Employees
27
SEC status
Approved
Fee structure
Fixed fees

As of October 2026.