Mosaic Advisors

Mosaic Advisors (CRD# 164913) is a financial advisory firm headquartered in Houston, TX. They manage $325,598,870 in 150 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3773 Richmond Avenue, Suite 700, Houston, TX 77046
https://www.linkedin.com/company/mosaic-advisors/
By the Numbers
  • Total Assets Under Management
    326
    MILLION
  • Total Number of Accounts
    150
    ACCOUNTS
  • Average Account Value
    $2,170,659
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.

TX

Financial Advisors at Mosaic Advisors
Showing 11 - 11 of 11 top financial advisors.
11
Alexandra Roggero, financial advisor Houston TX
Alexandra Roggero
CRD#: 7079760
3773 Richmond Avenue, Suite 700, Houston, TX 77046

Alexandra Roggero (CRD# 7079760) is an Investment Advisor Representative working at Mosaic Advisors in Houston, TX and has 1 year of experience in the finance industry.

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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.

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