SEC CRD #801-99369
Mosaic Advisors is a fiduciary advisory firm serving Texas-based entrepreneurial families with substantial illiquid assets such as operating companies and real estate, providing comprehensive planning and coordination of professional services.
CAREY KESNER
CHIEF COMPLIANCE OFFICER
๐ (713) 980-4100
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AUM
$581M
EBITDA Range
$10M+
Location
HOUSTON, TX
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