5700 W 112th Street
Suite 500
Overland Park, Kansas 66211
Tel: 650-571-1934
MARINER INDEPENDENT, formally registered with the SEC as MARINER INDEPENDENT. The firm was established in 06/08/2016. They have over 95 offices throughout the country.
MARINER INDEPENDENT is a Overland Park, Kansas based Financial Planning firm with nearly $8,146,610,014 assets under management, offering retirement planning & investment advisory services to 27977 clients. The firm is staffed with 184 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 283824 |
SEC# | 801-107913 |
Assets Managed by Firm | $8,146,610,014 |
No. of Clients | 27977 |
No. of Advisors | 184 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 27977 | $8,146,610,014 |
Individuals (other than high net worth individuals) | 14923 | $3,651,007,400 |
High net worth individuals | 1963 | $4,053,620,703 |
Pension and profit sharing plans | 102 | $109,955,513 |
Charitable organizations | 66 | $171,307,382 |
Corporations or other businesses | 119 | $160,719,016 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$217,399,324,981 | 269686 | 1428 | |
$107,102,338,153 | 57121 | 550 | |
$81,106,925,484 | 132567 | 1498 | |
$27,082,623,332 | 277294 | 578 | |
$24,362,866,552 | 30635 | 353 |
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