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MOSAIC FI LLC
CRD 169670 · SEC 801-135876
475 HALF DAY RD, SUITE 100, LINCOLNSHIRE, IL, 60069, United States
Phone
847-371-5203
Fax
847-371-5203
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$112.8M
Discretionary AUM
$112.8M
Team
5 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 95 | $14.1M |
| High net worth individuals | 158 | $98.7M |
States served
CA, IL, NC, TX
All web addresses on file
Official SEC filing: View on IAPD