MOSAIC FINANCIAL PARTNERS, INC.
CRD #105180 SEC #801-33740 SAN FRANCISCO, CA 415-788-1952
SEC Registered
Total AUM
$622.9M
Discretionary
$622.9M
Employees
19
Clients
101
Accounts
264
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2018 | $622.9M | $622.9M | $0 | 19 | 0 |
| Apr 2018 | $622.9M | $622.9M | $0 | 19 | 0 |
| Mar 2018 | $622.9M | $622.9M | $0 | 19 | 0 |
| Apr 2017 | $557.1M | $557.1M | $0 | 18 | 257 |
| Mar 2017 | $557.1M | $557.1M | $0 | 18 | 257 |
| Jan 2017 | $554.7M | $554.7M | $0 | 18 | 262 |
| Dec 2016 | $554.7M | $554.7M | $0 | 18 | 262 |
| Jun 2016 | $554.7M | $554.7M | $0 | 18 | 262 |
| Mar 2016 | $554.7M | $554.7M | $0 | 18 | 262 |
| Sep 2015 | $611.8M | $611.8M | $0 | 17 | 266 |
| Aug 2015 | $611.8M | $611.8M | $0 | 17 | 266 |
| Mar 2015 | $611.8M | $611.8M | $0 | 17 | 266 |
| Mar 2015 | $611.8M | $611.8M | $0 | 17 | 266 |
| Nov 2014 | $575M | $575M | $0 | 17 | 262 |
| Sep 2014 | $575M | $575M | $0 | 17 | 262 |
| Mar 2014 | $575M | $575M | $0 | 17 | 262 |
| Feb 2014 | $550M | $550M | $0 | 16 | 254 |
| Nov 2013 | $550M | $550M | $0 | 16 | 254 |
| Sep 2013 | $520.9M | $520.1M | $790.1K | 16 | 254 |
| Jun 2013 | $520.9M | $520.1M | $790.1K | 16 | 254 |
| Mar 2013 | $520.9M | $520.1M | $790.1K | 16 | 254 |
| Jan 2013 | $437.8M | $437.1M | $735.2K | 14 | 200 |
| Jan 2013 | $437.8M | $437.1M | $735.2K | 14 | 200 |
| Aug 2012 | $437.8M | $437.1M | $735.2K | 11 | 200 |
| Aug 2012 | $437.8M | $437.1M | $735.2K | 11 | 200 |
| Apr 2012 | $437.8M | $437.1M | $735.2K | 11 | 200 |
| Mar 2012 | $437.8M | $437.1M | $735.2K | 11 | 200 |
| Jul 2011 | $404M | $403M | $1M | -- | -- |
| Nov 2010 | $351.6M | $350M | $1.6M | -- | -- |
| Mar 2010 | $351.6M | $350M | $1.6M | -- | -- |
| Mar 2009 | $279.4M | $277.6M | $1.8M | -- | -- |
| Mar 2007 | $322.4M | $322.4M | $0 | -- | -- |
| Mar 2007 | $322.4M | $322.4M | $0 | 10 | -- |
| Mar 2006 | $261.2M | $257.4M | $3.8M | 10 | -- |
| Mar 2004 | $164.8M | $157.9M | $6.9M | 10 | -- |
| Mar 2002 | $140.9M | $123.8M | $17.1M | 10 | -- |
DateJun 2018
Total AUM$622.9M
Discretionary$622.9M
Non-Disc.$0
Employees19
Clients0
DateApr 2018
Total AUM$622.9M
Discretionary$622.9M
Non-Disc.$0
Employees19
Clients0
DateMar 2018
Total AUM$622.9M
Discretionary$622.9M
Non-Disc.$0
Employees19
Clients0
DateApr 2017
Total AUM$557.1M
Discretionary$557.1M
Non-Disc.$0
Employees18
Clients257
DateMar 2017
Total AUM$557.1M
Discretionary$557.1M
Non-Disc.$0
Employees18
Clients257
DateJan 2017
Total AUM$554.7M
Discretionary$554.7M
Non-Disc.$0
Employees18
Clients262
DateDec 2016
Total AUM$554.7M
Discretionary$554.7M
Non-Disc.$0
Employees18
Clients262
DateJun 2016
Total AUM$554.7M
Discretionary$554.7M
Non-Disc.$0
Employees18
Clients262
DateMar 2016
Total AUM$554.7M
Discretionary$554.7M
Non-Disc.$0
Employees18
Clients262
DateSep 2015
Total AUM$611.8M
Discretionary$611.8M
Non-Disc.$0
Employees17
Clients266
DateAug 2015
Total AUM$611.8M
Discretionary$611.8M
Non-Disc.$0
Employees17
Clients266
DateMar 2015
Total AUM$611.8M
Discretionary$611.8M
Non-Disc.$0
Employees17
Clients266
DateMar 2015
Total AUM$611.8M
Discretionary$611.8M
Non-Disc.$0
Employees17
Clients266
DateNov 2014
Total AUM$575M
Discretionary$575M
Non-Disc.$0
Employees17
Clients262
DateSep 2014
Total AUM$575M
Discretionary$575M
Non-Disc.$0
Employees17
Clients262
DateMar 2014
Total AUM$575M
Discretionary$575M
Non-Disc.$0
Employees17
Clients262
DateFeb 2014
Total AUM$550M
Discretionary$550M
Non-Disc.$0
Employees16
Clients254
DateNov 2013
Total AUM$550M
Discretionary$550M
Non-Disc.$0
Employees16
Clients254
DateSep 2013
Total AUM$520.9M
Discretionary$520.1M
Non-Disc.$790.1K
Employees16
Clients254
DateJun 2013
Total AUM$520.9M
Discretionary$520.1M
Non-Disc.$790.1K
Employees16
Clients254
DateMar 2013
Total AUM$520.9M
Discretionary$520.1M
Non-Disc.$790.1K
Employees16
Clients254
DateJan 2013
Total AUM$437.8M
Discretionary$437.1M
Non-Disc.$735.2K
Employees14
Clients200
DateJan 2013
Total AUM$437.8M
Discretionary$437.1M
Non-Disc.$735.2K
Employees14
Clients200
DateAug 2012
Total AUM$437.8M
Discretionary$437.1M
Non-Disc.$735.2K
Employees11
Clients200
DateAug 2012
Total AUM$437.8M
Discretionary$437.1M
Non-Disc.$735.2K
Employees11
Clients200
DateApr 2012
Total AUM$437.8M
Discretionary$437.1M
Non-Disc.$735.2K
Employees11
Clients200
DateMar 2012
Total AUM$437.8M
Discretionary$437.1M
Non-Disc.$735.2K
Employees11
Clients200
DateJul 2011
Total AUM$404M
Discretionary$403M
Non-Disc.$1M
Employees--
Clients--
DateNov 2010
Total AUM$351.6M
Discretionary$350M
Non-Disc.$1.6M
Employees--
Clients--
DateMar 2010
Total AUM$351.6M
Discretionary$350M
Non-Disc.$1.6M
Employees--
Clients--
DateMar 2009
Total AUM$279.4M
Discretionary$277.6M
Non-Disc.$1.8M
Employees--
Clients--
DateMar 2007
Total AUM$322.4M
Discretionary$322.4M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$322.4M
Discretionary$322.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$261.2M
Discretionary$257.4M
Non-Disc.$3.8M
Employees10
Clients--
DateMar 2004
Total AUM$164.8M
Discretionary$157.9M
Non-Disc.$6.9M
Employees10
Clients--
DateMar 2002
Total AUM$140.9M
Discretionary$123.8M
Non-Disc.$17.1M
Employees10
Clients--