Overview
Assets Under Management: $2.4 billion
Headquarters: OVERLAND PARK, KS
High-Net-Worth Clients: 254
Average Client Assets: $3.5 million
Frequently Asked Questions
MARINER WEALTH ADVISORS 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 #107355), MARINER WEALTH ADVISORS is subject to fiduciary duty under federal law.
MARINER WEALTH ADVISORS is headquartered in OVERLAND PARK, KS.
MARINER WEALTH ADVISORS serves 254 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, MARINER WEALTH ADVISORS offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
MARINER WEALTH ADVISORS manages $2.4 billion in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, MARINER WEALTH ADVISORS serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 254
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 37.85%
Average Client Assets: $3.5 million
Total Client Accounts: 2,072
Discretionary Accounts: 2,062
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 107355
Filing ID: 1195915
Last Filing Date: 2018-03-29 15:15:00