Mosaic Financial Partners, Inc.Financial Management & ConsultingUpdated on Nov 4, 2016 View more like this | Visit SAN FRANCISCO, CA | Contact Mosaic Financial Partners, Inc. |
Description:
We are a San Francisco-based independent, fee-only wealth management boutique providing both financial planning and investment management services to individuals and families since 1987. We currently manage over $600 million in assets on behalf of our clients.
Address:
140 Geary Street, 6th Floor, San Francisco, CA, 94108
Phone:
415-788-1952
Fax:
415-788-7105
Email:
[email protected]
Website:
https://www.mosaicfp.com
List of Services:
financial planning
investement management
holistic planning
wealth coaching
wealth management
Business Hours:
Mon-Fri: 8:30am - 5:00pm
Year Established:
1987
Number of Employees:
20
We are a San Francisco-based independent, fee-only wealth management boutique providing both financial planning and investment management services to individuals and families since 1987. We currently manage over $600 million in assets on behalf of our clients.
Address:
140 Geary Street, 6th Floor, San Francisco, CA, 94108
Phone:
415-788-1952
Fax:
415-788-7105
Email:
[email protected]
Website:
https://www.mosaicfp.com
List of Services:
financial planning
investement management
holistic planning
wealth coaching
wealth management
Business Hours:
Mon-Fri: 8:30am - 5:00pm
Year Established:
1987
Number of Employees:
20
