MARINER INDEPENDENT
Total AUM
$7.3B
Employees
161Clients
4,308Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
5700 WEST 112TH STREET
SUITE 500
OVERLAND PARK
KS 66211
United States
SUITE 500
OVERLAND PARK
KS 66211
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
913-904-5700
Other Offices
55
Financials
Total AUM
$7.3B
Accounts
14,426Discretionary
$6.6B
Accounts
13,316Non-Discretionary
$699.7M
Accounts
1,110
Clients
Individual Clients
2,686AUM
$1.1B
HNW Individual Clients
1,575AUM
$5.9B
Charitable Organization Clients
1AUM
$3.5M
Corporation or Business Clients
46AUM
$286.6M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
License Revocation/SuspensionOther Regulator Denial/Suspension/Revocation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 15 business affiliates.
Claimed Affiliates
Reported as an affiliate by 9 other businesses.