5700 W. 112th Street
Suite 500
Overland Park, Kansas 66211
Tel: 913-904-5700
MARINER WEALTH ADVISORS, formally registered with the SEC as MARINER WEALTH ADVISORS. The firm was established in 04/24/2006. They have over 69 offices throughout the country.
MARINER WEALTH ADVISORS is a Overland Park, Kansas based Financial Planning firm with nearly $65,874,566,238 assets under management, offering retirement planning & investment advisory services to 112465 clients. The firm is staffed with 1465 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 140195 |
SEC# | 801-66632 |
Assets Managed by Firm | $65,874,566,238 |
No. of Clients | 112465 |
No. of Advisors | 1465 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 112465 | $65,874,566,238 |
Individuals (other than high net worth individuals) | 23130 | $7,100,846,227 |
High net worth individuals | 12353 | $46,469,198,814 |
Pension and profit sharing plans | 445 | $3,639,377,765 |
Charitable organizations | 128 | $430,397,653 |
Other investment advisers | 2 | $150,206,669 |
Corporations or other businesses | 214 | $451,505,096 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$155,328,127,625 | 222474 | 1165 | |
$89,148,595,824 | 25199 | 550 | |
$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 |
$16,687,174,483 | 21894 | 329 |
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