Mosaic Advisors

  • Professional Services software
  • Houston TX
  • 10 employees
  • Financial Services
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Company Overview

Headquarters
4265 San Felipe, Suite 760, Houston TX
Website
mosaicadvisors.com
Phone
(713) 980-4100
Employees
10
Founded in
2011
Industry
Professional Services software
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Financials & Stats

Revenue

$10B

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Company Leadership

Carey Kesner

Founder & President

Phone Email

Mosaic Advisors Industry Tags

Estate Planning
Asset Protection Planning
Business Succession Planning
Annual Plan Management and Maintenance
Investment Management
Family Governance
Family Office
Financial Services
Financial Advisory Services
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FAQ

What is the location of Mosaic Advisors's headquarters?
The headquarters of Mosaic Advisors are situated at 4265 San Felipe, Suite 760, Houston TX
What is Mosaic Advisors's phone number?
Mosaic Advisors's contact number is (713) 980-4100.
What is Mosaic Advisors's official website?
The official website of Mosaic Advisors can be found at mosaicadvisors.com.
What is Mosaic Advisors's current revenue?
As of August 2015, Mosaic Advisors's annual revenue reached $10B.
How many employees does Mosaic Advisors currently have?
Mosaic Advisors employs approximately 10+ people as of August 2015
Which industries is Mosaic Advisors primarily operating in?
Mosaic Advisors operates in the following industries: Professional Services, Software, Finance
Who is the Founder & President of Mosaic Advisors?
Mosaic Advisors's Founder & President is Carey Kesner
What are Mosaic Advisors's industry tags?
Mosaic Advisors's industry tags include: Estate Planning, Asset Protection Planning, Business Succession Planning
When was Mosaic Advisors founded?
Mosaic Advisors was founded in 2011.

Employee Directory

Key Employees

Brandon Henry

Founder & CEO

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William Chang

Relationship Manager

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Alex Roggero

Client Operations Analyst

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