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MARINER INDEPENDENT

5700 West 112th Street
Suite 500
Overland Park, Kansas 66211
Tel: 650-571-1934

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About MARINER INDEPENDENT

MARINER INDEPENDENT, formally registered with the SEC as MARINER INDEPENDENT. The firm was established in 09/12/2019. They have over 34 offices throughout the country.

MARINER INDEPENDENT is a Overland Park, Kansas based Financial Planning firm with nearly $4,345,628,317 assets under management, offering retirement planning & investment advisory services to 8802 clients. The firm is staffed with 102 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#305418
SEC#801-117332
Assets Managed by Firm$4,345,628,317
No. of Clients8802
No. of Advisors102

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services

Firm Client Information

No. of ClientsAUM
Firm Total8802$4,345,628,317
Individuals (other than high net worth individuals)1326$529,539,361
High net worth individuals1011$3,771,950,740
Pension and profit sharing plansFewer than 5 clients$1,009,790
Charitable organizationsFewer than 5 clients$7,375,806
Corporations or other businesses25$35,752,620

More Retirement Planning firms in Overland Park, Kansas:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
CREATIVE PLANNING
5454 W. 110th Street
Overland Park, KS, 66211
$217,399,324,9812696861428
ONEDIGITAL INVESTMENT ADVISORS
11101 Switzer Road, Suite 200
Overland Park, KS, 66210
$107,102,338,15357121550
MARINER WEALTH
5700 W. 112th Street, Suite 500
Overland Park, KS, 66211
$81,106,925,4841325671498
AE WEALTH MANAGEMENT, LLC
2950 Sw Mcclure Road, Suite B
Topeka, KS, 66614
$27,082,623,332277294578
PRIME CAPITAL FINANCIAL
6201 College Blvd., Suite #150
Overland Park, KS, 66211
$24,362,866,55230635353

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