Mosaic Wealth Advisors Revenue and Competitors

Carmel, IN USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Mosaic Wealth Advisors's estimated annual revenue is currently $525k per year.(i)
  • Mosaic Wealth Advisors's estimated revenue per employee is $105,000

Employee Data

  • Mosaic Wealth Advisors has 5 Employees.(i)
  • Mosaic Wealth Advisors grew their employee count by -17% last year.

Mosaic Wealth Advisors's People

NameTitleEmail/Phone
1
Lady LeisureReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$20.2M96100%N/AN/A
#2
$51.7M224N/AN/AN/A
#3
$23.7M113-7%N/AN/A
#4
$6.4M389%N/AN/A
#5
$11.2M59-3%N/AN/A
#6
$45.3M1969%N/AN/A
#7
$0.1M30%$1.5MN/A
#8
$28.8M1371%N/AN/A
#9
$8.4M500%N/AN/A
#10
$7.1M4217%N/AN/A
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What Is Mosaic Wealth Advisors?

â??In the finance world, the Mosaic Theory refers to the method of arriving at a conclusion by piecing together bits of publicly available information.â?? At Mosaic Wealth Advisors, we will create a clear financial plan that makes sense of the complexities of the markets, investing and your financial goals. Some things in life are complex; achieving your dreams doesnâ??t need to be one of them. Call us today to schedule an appointment. Securities and advisory services offered through Commonwealth Financial Network, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. Mosaic Wealth Advisors, 430 N. Rangeline Rd., Carmel, IN 46038. Phone: 317-688-9500. This communication is strictly intended for individuals residing in the states of CA, FL, IL, IN, MA, MD, MI, NC, OH, SC, TN, TX, WA, WV, WY . No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html

keywords:N/A

N/A

Total Funding

5

Number of Employees

$525k

Revenue (est)

-17%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Mosaic Wealth Advisors News

2022-04-19 - The Mosaic Company (NYSE:MOS) Given Consensus Rating ...

Spire Wealth Management now owns 20,862 shares of the basic materials company's stock valued at $820,000 after buying an additional 15,285...

2022-04-13 - Zacks.com featured highlights The Mosaic, Virtu Financial, Devon Energy, Dow and Flex

An affiliated investment advisory firm may own or have sold short securities and/or hold long and/or short positions in options that are...

2022-04-06 - Stocks of the Week: Aflac, Mosaic, Retailers

Stocks of the Week: Aflac, Mosaic, Retailers ... primarily in the U.S., as well as a variety of investment and wealth management offerings.

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$0.4M5-17%N/A
#2
$0.4M50%N/A
#3
$0.4M5-17%N/A
#4
$0.4M50%N/A
#5
$0.4M50%N/A