Investors Mosaic

Investors Mosaic (CRD# 168619) is a financial advisory firm headquartered in , . They manage $119,345,597 in 129 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://www.investorsmosaic.com
By the Numbers
  • Total Assets Under Management
    119
    MILLION
  • Total Number of Accounts
    129
    ACCOUNTS
  • Average Account Value
    $925,160
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
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
Evan McCormick, financial advisor Durham NC
Evan A. McCormick
CRD#: 6233081
Durham, NC

Evan McCormick (CRD# 6233081) is an Investment Advisor Representative working at Investors Mosaic in Durham, NC and has over 10 years of experience in the finance industry.

2
Walter McCormick, financial advisor Narragansett RI
Walter T. McCormick
CRD#: 2671171
Narragansett, RI

Walter McCormick (CRD# 2671171) is an Investment Advisor Representative working at Investors Mosaic in Narragansett, RI and has over 28 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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