Mosaic Fi LLC

Mosaic Fi LLC (CRD# 169670) is a financial advisory firm headquartered in , . They manage $11,664,513 in 25 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $466,581
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.

IL

Financial Advisors at Mosaic Fi LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jenifer A. Aronson
CRD#: 6277446
Lincolnshire, IL
90
Wealthminder
score

Jenifer Aronson (CRD# 6277446) is an Investment Advisor Representative working at Mosaic Fi LLC in Lincolnshire, IL and has 1 year of experience in the finance industry.

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