MARINER ADVISOR NETWORK
Total AUM
$9.6B
Employees
174Clients
16,241Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
5700 W 112TH STREET
SUITE 500
OVERLAND PARK
KS 66211
United States
SUITE 500
OVERLAND PARK
KS 66211
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
650-571-1934
Other Offices
97
Financials
Total AUM
$9.6B
Accounts
27,362Discretionary
$9.6B
Accounts
27,362Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
13,898AUM
$3.8B
HNW Individual Clients
2,202AUM
$5.5B
Pension/Profit Sharing Plan Clients
3AUM
$3.5M
Charitable Organization Clients
54AUM
$126.7M
Corporation or Business Clients
84AUM
$118M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 8 other businesses.