Mosaic Fi LLC

Mosaic Fi LLC (CRD# 169670) is a financial advisory firm headquartered in Lincolnshire, IL. They manage $74,204,818 in 229 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
250 Parkway Drive, Suite 150, Lincolnshire, IL 60069
https://mosaicfi.com
By the Numbers
  • Total Assets Under Management
    74
    MILLION
  • Total Number of Accounts
    229
    ACCOUNTS
  • Average Account Value
    $324,039
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, IL, TX

Financial Advisors at Mosaic Fi LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jenifer Aronson, financial advisor Lincolnshire IL
Jenifer A. Aronson
CRD#: 6277446
250 Parkway Drive, Suite 150, Lincolnshire, IL 60069

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.

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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