Investors Mosaic

Investors Mosaic (CRD# 168619) is a financial advisory firm headquartered in , . They manage $11,400,000 in 16 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $712,500
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC, TX

Financial Advisors at Investors Mosaic
Showing 1 - 2 of 2 top financial advisors.
1
Walter T. McCormick
CRD#: 2671171
Durham, NC
96
Wealthminder
score

Walter McCormick (CRD# 2671171) is an Investment Advisor Representative working at Investors Mosaic in Durham, NC and has over 22 years of experience in the finance industry.

2
Evan A. McCormick
CRD#: 6233081
Durham, NC
90
Wealthminder
score

Evan McCormick (CRD# 6233081) is an Investment Advisor Representative working at Investors Mosaic in Durham, NC and has over 4 years of experience in the finance industry.

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