# MOSAIC FINANCIAL PARTNERS, INC.

MOSAIC FINANCIAL PARTNERS, INC. of SAN FRANCISCO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 105180
- Type: SEC-registered investment adviser
- SEC file number: 801-33740
- Location: 140 GEARY STREET, 6TH FLOOR, SAN FRANCISCO, CA, 94108
- Phone: 415-788-1952
- Latest filing: 2018-06-04
- Regulatory AUM: $622.9M
- Discretionary AUM: $622.9M
- Clients: 19
- Accounts: 264

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| BOONE NORMAN MCKIEGHAN | CEO | — |
| MORSE SUSAN STRATTON | CHIEF COMPLIANCE OFFICER | — |
| GAHAGAN KEVIN MARC | PRINCIPAL; PRINCIPAL & CIO | — |
| ZIMMERMAN GEOFFREY MITCHELL | CHIEF COMPLIANCE OFFICER; PRINCIPAL & CHIEF COMPLIANCE OFFICER | — |
| COWLES DAVID | VICE PRESIDENT | — |
| LOWELL SABRINA FRANCIS | PRINCIPAL & COO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105180/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105180/similar
- Related entities: https://search.stillhousedata.com/firm/105180/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105180

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.