Mosaic Pacific Investment Advisors

Mosaic Pacific Investment Advisors (CRD# 169423) is a financial advisory firm headquartered in , . They manage $70,200,320 in 670 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    70
    MILLION
  • Total Number of Accounts
    670
    ACCOUNTS
  • Average Account Value
    $104,777
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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.

CA, HI, TX

Financial Advisors at Mosaic Pacific Investment Advisors
Showing 1 - 4 of 4 top financial advisors.
1
Cory M. Nakamura
CRD#: 4808950
Honolulu, HI
96
Wealthminder
score

Cory Nakamura (CRD# 4808950) is an Investment Advisor Representative working at Mosaic Pacific Investment Advisors in Honolulu, HI and has over 12 years of experience in the finance industry. Cory Nakamura has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Andrea E. Deutsch
CRD#: 4615074
Honolulu, HI
93
Wealthminder
score

Andrea Deutsch (CRD# 4615074) is an Investment Advisor Representative working at Mosaic Pacific Investment Advisors in Honolulu, HI and has over 12 years of experience in the finance industry.

3
Brian K. Ishihara
CRD#: 1378647
Honolulu, HI
93
Wealthminder
score

Brian Ishihara (CRD# 1378647) is an Investment Advisor Representative working at Mosaic Pacific Investment Advisors in Honolulu, HI and has over 14 years of experience in the finance industry.

4
Matthew K. Tanaka
CRD#: 1451492
Honolulu, HI
93
Wealthminder
score

Matthew Tanaka (CRD# 1451492) is an Investment Advisor Representative working at Mosaic Pacific Investment Advisors in Honolulu, HI and has over 13 years of experience in the finance industry.

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