Investors Mosaic
Firm details
- Headquarters
- ,
- CRD number
- 168619
- Registered since
- May 31, 2024
- Website
- www.investorsmosaic.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI95.25%
- Charitable Organizations3.05%
- Individuals1.3%
- Corporations / Businesses0.41%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Investors Mosaic is an independent RIA organized as an LLC and registered with the SEC in 2024. The firm serves individual and family clients with a mix of financial planning and portfolio management services, including work for small business owners. Fee arrangements include both a percentage-of-AUM model and fixed fees. The firm is owned by an individual and is not positioned as a capital allocator; it does not identify as an active ESG investor and is not registered as a multistate adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- Public Funds/Mutual Funds36%
- US Government Bonds1%
- Private Funds1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Evan Mccormick
Founder & CEOCRD 6233081
Contacts
1 of 1
Trinity Critelli
Financial Planning AssociateCRD 7142769
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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