Falists
← Back to search

MOSAIC ADVISORS

MOSAIC ADVISORS LLC

CRD 164913 · SEC 801-99369

Visit website

3773 RICHMOND AVENUE, SUITE 700, HOUSTON, TX, 77046, United States

Phone

713-980-4100

Fax

713-574-3151

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$580.5M

Discretionary AUM

$570.9M

Team

27 total employees; 16 advisory reps; 44 broker-dealer reps

Clients

51-100

Fees

Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-02

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals7$1.2M
High net worth individuals65$560.2M

States served

NV, TX

All web addresses on file

Official SEC filing: View on IAPD