MOSAIC INVESTMENT SOLUTIONS, LLC
Legal name: MOSAIC WEALTH MANAGEMENT
CRD #119909 SEC #801-65313 BETHESDA, MD 301-564-3000
SEC Registered
Total AUM
$44.1M
Discretionary
$44.1M
Employees
5
Clients
26
Accounts
158
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2006 | $44.1M | $44.1M | $0 | 5 | -- |
| Dec 2005 | $44.1M | $44.1M | $0 | 5 | -- |
DateJan 2006
Total AUM$44.1M
Discretionary$44.1M
Non-Disc.$0
Employees5
Clients--
DateDec 2005
Total AUM$44.1M
Discretionary$44.1M
Non-Disc.$0
Employees5
Clients--