Compliance Manager

0002011050-24-000003.txt : 20240515 0002011050-24-000003.hdr.sgml : 20240515 20240515135017 ACCESSION NUMBER: 0002011050-24-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240515 DATE AS OF CHANGE: 20240515 EFFECTIVENESS DATE: 20240515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MOSAIC FINANCIAL GROUP, LLC CENTRAL INDEX KEY: 0002011050 ORGANIZATION NAME: IRS NUMBER: 364379428 STATE OF INCORPORATION: IL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-24166 FILM NUMBER: 24949172 BUSINESS ADDRESS: STREET 1: 303 E. WACKER DRIVE SUITE 1675 STREET 2: SUITE 1675 CITY: CHICAGO STATE: IL ZIP: 60601 BUSINESS PHONE: 3122555490 MAIL ADDRESS: STREET 1: 303 E. WACKER DRIVE SUITE 1675 STREET 2: SUITE 1675 CITY: CHICAGO STATE: IL ZIP: 60601 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0002011050 XXXXXXXX 03-31-2024 03-31-2024 MOSAIC FINANCIAL GROUP, LLC

303 E. WACKER DRIVE SUITE 1675 SUITE 1675 CHICAGO IL 60601

13F COMBINATION REPORT 028-24166 000109816 CIBC Private Wealth Advisors, Inc Gabellli Asset Management Nuveen Asset Management, LLC Cullen Capital Management, LLC Charles Schwab Investment Management, Inc. N Joseph G Hetland Compliance Manager 3125171355 Joseph Hetland Chicago X1 05-15-2024 5 129 124833 false 1 CIBC Private Wealth Advisors, Inc 2 Gabellli Asset Management 3 Nuveen Asset Management, LLC 4 Cullen Capital Management, LLC 5 Charles Schwab Investment Management, Inc. 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