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INVESTORS MOSAIC
INVESTORS MOSAIC, LLC
CRD 168619 · SEC 801-130393
NY, United States
Phone
(617) 272-0006
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$192.1M
Discretionary AUM
$192.1M
Team
2 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $2.5M |
| High net worth individuals | 26 | $182.9M |
States served
NY, NC, TX
All web addresses on file
Official SEC filing: View on IAPD