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MARINER PLATFORM SOLUTIONS

5700 West 112th Street
Suite 500
Overland Park, Kansas 66211
Tel: 855-937-0307

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About MARINER PLATFORM SOLUTIONS

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

MARINER PLATFORM SOLUTIONS is a Overland Park, Kansas based Financial Planning firm with nearly $3,057,968,593 assets under management, offering retirement planning & investment advisory services to 6916 clients. The firm is staffed with 75 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#305418
SEC#801-117332
Assets Managed by Firm$3,057,968,593
No. of Clients6916
No. of Advisors75

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services

Firm Client Information

No. of ClientsAUM
Firm Total6916$3,057,968,593
Individuals (other than high net worth individuals)1156$472,024,323
High net worth individuals672$2,570,233,234
Pension and profit sharing plansFewer than 5 clients$503,604
Charitable organizationsFewer than 5 clients$4,854,297
Corporations or other businesses13$10,353,135

More Retirement Planning firms in Overland Park, Kansas:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
CREATIVE PLANNING
5454 W. 110th Street
Overland Park, KS, 66211
$155,328,127,6252224741165
ONEDIGITAL INVESTMENT ADVISORS
11101 Switzer Road, Suite 200
Overland Park, KS, 66210
$89,148,595,82425199550
MARINER WEALTH ADVISORS
5700 W. 112th Street, Suite 500
Overland Park, KS, 66211
$65,874,566,2381124651465
AE WEALTH MANAGEMENT, LLC
2950 Sw Mcclure Road, Suite B
Topeka, KS, 66614
$21,800,698,476177044571
PALMER SQUARE CAPITAL MANAGEMENT LLC
1900 Shawnee Mission Parkway, Suite 315
Mission Woods, KS, 66205
$20,767,599,39714848

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