Mosaic Advisors LLC
Legal Name: MOSAIC ADVISORS LLC
Full Contact Details
Mosaic Advisors LLC
4265 SAN FELIPE STREET, SUITE 760, HOUSTON, TX
713-980-4100
713-574-3151
Other Info
Mosaic Advisors LLC, a Texas-based limited liability company, boasts 11 dedicated professionals, six of whom hold advisory positions, and serves a clientele of 20. The firm's approved SEC status, most recently reported in June 2015, attests to its adherence to regulatory standards.
Mosaic Advisors – Advising Business Owners & Their Families
PROCESS ABOUT Menu PROCESS ABOUT CONTACT LOGIN Menu CONTACT LOGIN Process About Us Contact Login Menu Process About Us Contact Login A DIFFERENT APPROACH One of life’s inescapable truths is that the more successful you are, the more complicated life becomes. For business owners, few things are mor…
Direct Owners
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BRANDON ROSS HENRY
PARTNER owns less than 5%
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CAREY STUART KESNER
PARTNER AND CHIEF COMPLIANCE OFFICER owns less than 5%
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JAY LEE GOLDBERG
MANAGING PARTNER owns less than 5%
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MOSAIC WEALTH PARTNERS, LLC
MANAGING MEMBER owns 75% or more
Indirect Owners
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BRANDON ROSS HENRY
PARTNER owns more than 25% but less than 50%
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CAREY STUART KESNER
PARTNER owns more than 25% but less than 50%
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JAY LEE GOLDBERG
MANAGING PARTNER owns more than 25% but less than 50%