Ana
Tagtmeyer
Mosaic Advisors
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About this Advisor
Ana Tagtmeyer is a financial advisor based in Houston, Texas, working with Mosaic Advisors. Ana has previously held positions at Willis Johnson & Associates, Altruvista Wealth, and Mosaic Advisors. Ana has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Ana is part of Mosaic Advisors, which operates out of Houston, Texas. The firm has 17 employees and manages assets totaling $325.6 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Mosaic Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mosaic Advisors Brokerage Details
$325,598,870
17
150
$2,170,659
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Ana Tagtmeyer Work History
Mosaic Advisors
Altruvista Wealth
Willis Johnson & Associates
Disclosures
Please visit the SEC profile of Ana Tagtmeyer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mosaic Advisors
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
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