MARINER WEALTH

5700 W. 112th Street
Suite 500
Overland Park, Kansas 66211
Tel: 913-904-5700

About MARINER WEALTH

MARINER WEALTH, formally registered with the SEC as MARINER WEALTH. The firm was established in 04/24/2006. They have over 69 offices throughout the country.

MARINER WEALTH is a Overland Park, Kansas based Financial Planning firm with nearly $81,106,925,484 assets under management, offering retirement planning & investment advisory services to 132567 clients. The firm is staffed with 1498 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	140195
SEC#	801-66632
Assets Managed by Firm	$81,106,925,484
No. of Clients	132567
No. of Advisors	1498

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 pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops
Other (FAMILY OFFICE SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	132567	$81,106,925,484
Individuals (other than high net worth individuals)	24719	$7,689,370,371
High net worth individuals	15059	$60,751,518,677
Pension and profit sharing plans	534	$4,882,891,510
Charitable organizations	134	$509,750,790
Other investment advisers	2	$165,490,299
Corporations or other businesses	232	$496,603,428

More Retirement Planning firms in Overland Park, Kansas:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CREATIVE PLANNING 5454 W. 110th Street Overland Park, KS, 66211	$217,399,324,981	269686	1428
ONEDIGITAL INVESTMENT ADVISORS 11101 Switzer Road, Suite 200 Overland Park, KS, 66210	$107,102,338,153	57121	550
AE WEALTH MANAGEMENT, LLC 2950 Sw Mcclure Road, Suite B Topeka, KS, 66614	$27,082,623,332	277294	578
PRIME CAPITAL FINANCIAL 6201 College Blvd., Suite #150 Overland Park, KS, 66211	$24,362,866,552	30635	353
PALMER SQUARE CAPITAL MANAGEMENT LLC 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205	$22,544,205,893	149	56

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