Mosaic Family Wealth LLC
Legal Name: MOSAIC FAMILY WEALTH, LLC
Full Contact Details
Mosaic Family Wealth LLC
1401 S. BRENTWOOD BLVD., SUITE 630, ST. LOUIS, MO
(314) 627-5220
(314) 627-5240
Other Info
Mosaic Family Wealth LLC is legally known as MOSAIC FAMILY WEALTH, LLC. It is a DE Limited Liability Company. This firm has 16 employees, of which 12 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Apr 10, 2014.
Mosaic Family Wealth
Who We Are What We Do Who We Serve Our Process Mosaic Today Client Login Menu Beyond Success…SignificanceMoney is important…it touches every aspect of our lives. Why We Are DifferentWe help our clients live a life of significance. Clarify. Simplify. Amplify.Looking for a way to simplify all o…
Direct Owners
-
BARBI JO FENNEWALD
CHIEF OPERATIONS OFFICER owns less than 5%
-
DUNCAN SCOTT HIGHMARK
PRESIDENT, MEMBER AND CHIEF COMPLIANCE OFFICER owns more than 50% but less than 75%
-
LARRY KEITH SHIKLES
CHIEF INVESTMENT OFFICER, MEMBER owns more than 25% but less than 50%
-
MICHELLE KATHLEEN BROWN
MEMBER AND DIRECTOR OF ADVISORY SERVICES owns less than 5%
Firms Located Nearby
- Precision Wealth Strategies LLC
- Passport Research Ltd
- Intyce LLC
- NISA Investment Advisors LLC
- ACR Alpine Capital Research LLC
- Thompson Street Capital Manager LLC
- FINANCIAL & TAX ARCHITECTS, INC.
- Benjamin F Edwards & Company Incorporated
- Rubinbrown Advisors LLC
- Benjamin F Edwards Wealth Management LLC