$112.8M Total AUM
$112.8M Disc. AUM
-- 3Y CAGR
5 Employees
253 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Capital peak
- Established Date
- 01-10-2014
- Office Locations
- 1
Office Locations
475 Half DAY Rd. Suite 100 Lincolnshire IL
About Mosaic FI LLC
Mosaic FI is a fiduciary advisory firm focused on women and their families, providing personalized financial planning and ongoing investment management tailored to each client’s risk tolerance and preferences. The practice is intentionally small so clients work directly with an advisor through a structured discovery process and periodic plan updates. Custody includes Charles Schwab.
Team overview
53 AVG AGE
$56.4M AVG AUM / ADVISOR
$445.9K AVG AUM / CLIENT
7.2 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Bridge insight Pathway ember Radial harbor
Client Personas
Foundation Crest
Custodian
Vertex meridian Focus Insight Ember capital Ember
Fund Managers
North Unison
Investment Themes
Pioneer Vital North focus
Investment Vehicles
Frontier
Platform
Alpha Atlas legacy Optima
Services
Beacon Eagle Harbor oak Optima harbor Pathway Harbor summit Zenith element Glacier peak
Technology
Vector
Owner & Executives
J
JENIFER ANN ARONSON
Founder, Managing Partner
- CRD
- #6277446
- Ownership
- 50% but less than 75%
(329) 281-7018
catalyst.atlas@timbercapital.com
in linkedin.com/in/pathway-radial
T
TAMRA RAE WENER
Chief Compliance Officer, PARTNER
- CRD
- #2286725
- Ownership
- 25% but less than 50%
(898) 899-6786
ember.catalyst@deltacapital.com
in linkedin.com/in/meridian-summit
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $112,808,698 | $445,884 |
| Non-Discretionary | $0 | -- |
| Total | $112,808,698 | $445,884 |
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Separately Managed Accounts
Total SMA Asset: $112,808,698
Public Funds:
5.7% Equity - Exchange:
18.0% Cash:
15.0% Corporate - Investment Grade:
9.2% Municipal Bonds:
20.7% Private Funds:
13.2% U.S. Government/Agency:
18.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $143,586,247 | 5.7% |
| Equity - Exchange | $453,430,255 | 18.0% |
| Cash | $377,858,546 | 15.0% |
| Corporate - Investment Grade | $231,753,241 | 9.2% |
| Municipal Bonds | $521,444,793 | 20.7% |
| Private Funds | $332,515,520 | 13.2% |
| U.S. Government/Agency | $458,468,369 | 18.2% |
| Total | $2,519,056,971 | 100.0% |