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THE MOSAIC FINANCIAL GROUP, LLC
CRD 109816 · SEC 801-58120
225 W. RANDOLPH STREET, SUITE 2425, CHICAGO, IL, 60606, United States
Phone
312-255-5490
Fax
312-255-5495
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$948.7M
Discretionary AUM
$305.2M
Team
27 total employees; 9 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersTAX PREPARATION
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 130 | $933.6M |
| Charitable organizations | 2 | $9.1M |
| Corporations/business entities | 1 | $6.1M |
States served
IL, FL
All web addresses on file
Official SEC filing: View on IAPD