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Mosaic Financial Partners, Inc.

Mosaic Financial Partners, Inc.
Mosaic Financial Partners, Inc. is a RIA based in San Francisco, CA with $438M in AUM and with 11 advisors nationwide. Norman Mckieghan Boone is the majority owner of the firm and has been in this role with the firm since 1999.

Advisors (11)

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Name Start Date
Benson Reynold Choy Jun 2007
David Bruce Lawrence Apr 2007
David William Cowles Sep 2003
Geoffrey Mitchell Zimmerman Aug 2007
Holly Gillian Kindel Sep 2003
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*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Firm Assets Under Management

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$437.8M
Total Assets
234
Accounts
$1.9M
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

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ownership pie chart

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

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Name Title Tenure Date
Norman Mckieghan Boone CEO 05/01/1999
Kevin Marc Gahagan Principal 01/01/2006
Geoffrey Mitchell Zimmerman Chief Compliance Officer 01/01/2010

Affiliated Investment Advisors and Broker Dealers

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No firm affiliates listed.

Principal Office & Place of Business

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Principal Office

Address:
140 Geary Street, 6th Floor
San Francisco , CA 94108
Phone Number: 415-788-1952
Other Offices Address City State Zip
3620 Happy Valley Road Lafayette CA 94549

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees