CRD: 123322
Mighty OAK Strong America Investment Company
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-10-2003
- Office Locations
- 1
Office Locations
About Mighty OAK Strong America Investment Company
MOSAIC is a fee-only, fiduciary advisory firm based in central Pennsylvania providing wealth management, financial planning, and tax and estate planning for high-net-worth clients, with a strong focus on physicians and dentists. Portfolios are customized to each client’s goals and risk tolerance and primarily use public funds such as ETFs and mutual funds. President Don DeMuth is a Certified Healthcare Business Consultant with industry publications; custody includes Fidelity/NFS.
Team overview
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Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DONALD LYNN DEMUTH
Chief Compliance Officer, President
- CRD
- #4574042
- Ownership
- 75% or more
DREW MATTHEW DEMUTH
VICE PRESIDENT
- CRD
- #5810134
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $386,856,787 | $550,294 |
| Non-Discretionary | $11,510,866 | $959,239 |
| Total | $398,367,653 | $557,158 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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