5700 West 112th Street
Suite 500
Overland Park, Kansas 66211
Tel: 855-937-0307
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 305418 |
SEC# | 801-117332 |
Assets Managed by Firm | $3,057,968,593 |
No. of Clients | 6916 |
No. of Advisors | 75 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 6916 | $3,057,968,593 |
Individuals (other than high net worth individuals) | 1156 | $472,024,323 |
High net worth individuals | 672 | $2,570,233,234 |
Pension and profit sharing plans | Fewer than 5 clients | $503,604 |
Charitable organizations | Fewer than 5 clients | $4,854,297 |
Corporations or other businesses | 13 | $10,353,135 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$155,328,127,625 | 222474 | 1165 | |
$89,148,595,824 | 25199 | 550 | |
$65,874,566,238 | 112465 | 1465 | |
$21,800,698,476 | 177044 | 571 | |
PALMER SQUARE CAPITAL MANAGEMENT LLC 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205 | $20,767,599,397 | 148 | 48 |
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