5700 West 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 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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 305418 |
SEC# | 801-117332 |
Assets Managed by Firm | $4,345,628,317 |
No. of Clients | 8802 |
No. of Advisors | 102 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 8802 | $4,345,628,317 |
Individuals (other than high net worth individuals) | 1326 | $529,539,361 |
High net worth individuals | 1011 | $3,771,950,740 |
Pension and profit sharing plans | Fewer than 5 clients | $1,009,790 |
Charitable organizations | Fewer than 5 clients | $7,375,806 |
Corporations or other businesses | 25 | $35,752,620 |
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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