THE MOSAIC FINANCIAL GROUP, LLC
CRD #109816 SEC #801-58120 CHICAGO, IL 312-255-5490
SEC Registered
Total AUM
$898.5M
Discretionary
$289.3M
Employees
24
Clients
10
Accounts
569
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $898.5M | $289.3M | $609.2M | 24 | 0 |
| Mar 2024 | $945M | $413.5M | $531.5M | 23 | 0 |
| Mar 2023 | $950M | $445.5M | $504.5M | 22 | 0 |
| Mar 2022 | $1.1B | $518M | $590.7M | 22 | 0 |
| Apr 2021 | $983.1M | $447.9M | $535.2M | 21 | 0 |
| Mar 2021 | $983.1M | $447.9M | $535.2M | 21 | 0 |
| Aug 2020 | $975.5M | $386M | $589.4M | 23 | 0 |
| Jun 2020 | $975.5M | $386M | $589.4M | 23 | 0 |
| Mar 2020 | $975.5M | $386M | $589.4M | 23 | 0 |
| Mar 2019 | $912.3M | $406.9M | $505.4M | 23 | 0 |
| Nov 2018 | $1.2B | $679.7M | $473.9M | 23 | 0 |
| Mar 2018 | $1.2B | $679.7M | $473.9M | 23 | 0 |
| Jan 2018 | $1.2B | $785.9M | $385.5M | 23 | 100 |
| Mar 2017 | $1.2B | $785.9M | $385.5M | 23 | 100 |
| Apr 2016 | $1.1B | $735.9M | $346.6M | 28 | 103 |
| Mar 2016 | $1.1B | $735.9M | $346.6M | 28 | 103 |
| Jan 2016 | $1.1B | $735.9M | $346.6M | 25 | 103 |
| Mar 2015 | $499.5M | $98.1M | $401.4M | 24 | 100 |
| Jan 2015 | $441.4M | $76.9M | $364.5M | 23 | 26 |
| Mar 2014 | $441.4M | $76.9M | $364.5M | 23 | 26 |
| Mar 2013 | $375.7M | $64M | $311.7M | 22 | 26 |
| Mar 2012 | $313.2M | $40.3M | $272.9M | 11 | 26 |
| Mar 2009 | $595M | $576.3M | $18.7M | -- | -- |
| Mar 2008 | $947.4M | $26.3M | $921.1M | -- | -- |
| Jan 2008 | $313.6M | $26.2M | $287.4M | -- | -- |
| Nov 2007 | $313.6M | $26.2M | $287.4M | -- | -- |
| Mar 2007 | $313.6M | $26.2M | $287.4M | -- | -- |
| Mar 2006 | $257.7M | $18.3M | $239.5M | -- | -- |
| Jun 2001 | $28.5M | $0 | $28.5M | 10 | -- |
DateMar 2025
Total AUM$898.5M
Discretionary$289.3M
Non-Disc.$609.2M
Employees24
Clients0
DateMar 2024
Total AUM$945M
Discretionary$413.5M
Non-Disc.$531.5M
Employees23
Clients0
DateMar 2023
Total AUM$950M
Discretionary$445.5M
Non-Disc.$504.5M
Employees22
Clients0
DateMar 2022
Total AUM$1.1B
Discretionary$518M
Non-Disc.$590.7M
Employees22
Clients0
DateApr 2021
Total AUM$983.1M
Discretionary$447.9M
Non-Disc.$535.2M
Employees21
Clients0
DateMar 2021
Total AUM$983.1M
Discretionary$447.9M
Non-Disc.$535.2M
Employees21
Clients0
DateAug 2020
Total AUM$975.5M
Discretionary$386M
Non-Disc.$589.4M
Employees23
Clients0
DateJun 2020
Total AUM$975.5M
Discretionary$386M
Non-Disc.$589.4M
Employees23
Clients0
DateMar 2020
Total AUM$975.5M
Discretionary$386M
Non-Disc.$589.4M
Employees23
Clients0
DateMar 2019
Total AUM$912.3M
Discretionary$406.9M
Non-Disc.$505.4M
Employees23
Clients0
DateNov 2018
Total AUM$1.2B
Discretionary$679.7M
Non-Disc.$473.9M
Employees23
Clients0
DateMar 2018
Total AUM$1.2B
Discretionary$679.7M
Non-Disc.$473.9M
Employees23
Clients0
DateJan 2018
Total AUM$1.2B
Discretionary$785.9M
Non-Disc.$385.5M
Employees23
Clients100
DateMar 2017
Total AUM$1.2B
Discretionary$785.9M
Non-Disc.$385.5M
Employees23
Clients100
DateApr 2016
Total AUM$1.1B
Discretionary$735.9M
Non-Disc.$346.6M
Employees28
Clients103
DateMar 2016
Total AUM$1.1B
Discretionary$735.9M
Non-Disc.$346.6M
Employees28
Clients103
DateJan 2016
Total AUM$1.1B
Discretionary$735.9M
Non-Disc.$346.6M
Employees25
Clients103
DateMar 2015
Total AUM$499.5M
Discretionary$98.1M
Non-Disc.$401.4M
Employees24
Clients100
DateJan 2015
Total AUM$441.4M
Discretionary$76.9M
Non-Disc.$364.5M
Employees23
Clients26
DateMar 2014
Total AUM$441.4M
Discretionary$76.9M
Non-Disc.$364.5M
Employees23
Clients26
DateMar 2013
Total AUM$375.7M
Discretionary$64M
Non-Disc.$311.7M
Employees22
Clients26
DateMar 2012
Total AUM$313.2M
Discretionary$40.3M
Non-Disc.$272.9M
Employees11
Clients26
DateMar 2009
Total AUM$595M
Discretionary$576.3M
Non-Disc.$18.7M
Employees--
Clients--
DateMar 2008
Total AUM$947.4M
Discretionary$26.3M
Non-Disc.$921.1M
Employees--
Clients--
DateJan 2008
Total AUM$313.6M
Discretionary$26.2M
Non-Disc.$287.4M
Employees--
Clients--
DateNov 2007
Total AUM$313.6M
Discretionary$26.2M
Non-Disc.$287.4M
Employees--
Clients--
DateMar 2007
Total AUM$313.6M
Discretionary$26.2M
Non-Disc.$287.4M
Employees--
Clients--
DateMar 2006
Total AUM$257.7M
Discretionary$18.3M
Non-Disc.$239.5M
Employees--
Clients--
DateJun 2001
Total AUM$28.5M
Discretionary$0
Non-Disc.$28.5M
Employees10
Clients--