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The Mosaic Financial Group

EST. AUM
$948,721,875

CONTACTS
4

CLIENT ACCOUNTS
596

Firm Details

Metro area Chicago
CRD Number 109816
Website themosaicgroupllc.com
Client types

Overview

Mosaic is a Chicago-based RIA founded in 2000 with an accounting mindset. This has led to a very quantitative/numbers-focused research process. They are users of SMAs, Mutual Funds, and a small amount of ETFs. Greenrock Research in Chicago assists them with SMA research. They invest in both active and passive funds. Ryan Shaughnessy is the Director of Research.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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