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Investors Mosaic, LLC.

● SEC registered since 2024CRD 168619SEC# 801-130393
Export (members)
Reg. AUM
$148.4M
Employees
2
Accounts
142
Location
—

Investors Mosaic, LLC. assets under management

Investors Mosaic, LLC. is a registered investment adviser overseen by the SEC. The firm has been registered since 2024. It reports $148.4 million in regulatory assets under management and employs 2 people.
www.investorsmosaic.comView on SEC.gov ↗

Investors Mosaic, LLC. owners & executives

1 reported
NameTitleOwnershipSince
Evan McCormick ControlPresident, Ceo And CcoOver 75%2013

Frequently asked questions

How much does Investors Mosaic, LLC. manage?

Investors Mosaic, LLC. reports $148.4 million in regulatory assets under management on its Form ADV.

How many employees does Investors Mosaic, LLC. have?

Investors Mosaic, LLC. reports 2 employees.

Does Investors Mosaic, LLC. disclose fund performance?

Investors Mosaic, LLC. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone(617) 272-0006
Office hours9:00 - 5:00
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$148.4M
Non-discretionary$0
Total (RAUM)$148.4M