Overview
Assets Under Management: $118 million
Headquarters: GLASTONBURY, CT
High-Net-Worth Clients: 43
Average Client Assets: $2.0 million
Frequently Asked Questions
MARINER FINANCIAL GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #287649), MARINER FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
MARINER FINANCIAL GROUP, LLC is headquartered in GLASTONBURY, CT.
MARINER FINANCIAL GROUP, LLC serves 43 high-net-worth clients according to their SEC filing dated October 15, 2018. View client details ↓
According to their SEC Form ADV, MARINER FINANCIAL GROUP, LLC offers financial planning and portfolio management for individuals. View all service details ↓
MARINER FINANCIAL GROUP, LLC manages $118 million in client assets according to their SEC filing dated October 15, 2018.
According to their SEC Form ADV, MARINER FINANCIAL GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.65%
Average Client Assets: $2.0 million
Total Client Accounts: 434
Discretionary Accounts: 434
Regulatory Filings
CRD Number: 287649
Filing ID: 1245808
Last Filing Date: 2018-10-15 11:18:00