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Building 2MARINER INDEPENDENT

Map pinOVERLAND PARK, KS
Phone913-904-5700
NotebookSEC #801-117332
Total AUM
$7.3B
Employees
161
Clients
4,308

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5700 WEST 112TH STREET
SUITE 500
OVERLAND PARK
KS 66211
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
913-904-5700
Other Offices
55

ReceiptFinancials

Total AUM
$7.3B
Accounts
14,426
Discretionary
$6.6B
Accounts
13,316
Non-Discretionary
$699.7M
Accounts
1,110

ContactClients

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Individual Clients
2,686
AUM
$1.1B
HNW Individual Clients
1,575
AUM
$5.9B
Charitable Organization Clients
1
AUM
$3.5M
Corporation or Business Clients
46
AUM
$286.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
License Revocation/SuspensionOther Regulator Denial/Suspension/Revocation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

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Affiliates
Reported 15 business affiliates.
Claimed Affiliates
Reported as an affiliate by 9 other businesses.

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