Company Information

Get to know mosaic advisors

Mosaic Advisors, LLC is a Houston-based independent wealth management firm that functions as a Registered Investment Advisor (RIA). Founded on the principle of providing objective, client-centric financial guidance, the firm operates on a fee-only basis, ensuring its advice is not influenced by commissions. Their core services include comprehensive financial planning, investment management, and retirement planning, tailored to individuals, families, and business owners. Mosaic Advisors emphasizes a long-term, disciplined approach to investing and aims to build lasting relationships with clients by understanding their unique financial goals and life circumstances.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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mosaic advisors

United States

Founded in

2011 (15 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

(73 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.